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January 31, 2023

Investment Summary – 4th Quarter 2022

The fourth quarter concluded with a two-week selloff in both the stock and bond markets, a fitting end to a year filled with a myriad of […]
December 29, 2022

Economic and Investment Forecast – December 2022

With a dismal year ending for both stock and bond markets, investors around the world can attribute most of their troubles in 2022 to record high […]
October 25, 2022

Investment Summary – 3rd Quarter 2022

A volatile year for financial markets extended into the third quarter, as investor confidence and patience were tested by swings in stock and bond prices. A […]
July 25, 2022

Investment Summary – 2nd Quarter 2022

A challenging second quarter for both stocks and bonds mercifully came to an end as uncertainty weighed heavily on global financial markets. June was a particularly […]
July 10, 2022

Economic and Investment Forecast – June 2022

It would be an understatement to say that financial markets struggled in the first half of 2022, as global stock and bond benchmarks fell a respective […]
April 25, 2022

Investment Summary – 1st Quarter 2022

World financial markets endured a volatile first quarter as stock and bond prices suffered corrections and ended the period lower by mid-single digit percentages. In a […]
March 10, 2022

Russia-Ukraine Update March 2022

We have joined many around the world to witness the shocking crisis in Ukraine, with the images and developments in the war being painful to see […]
January 31, 2022

Investment Summary – 4th Quarter 2021

A strong finish for stocks in December capped off another rewarding year for investors, despite ongoing challenges from the pandemic as well as new concerns related […]
December 18, 2021

Economic and Investment Forecast – December 2021

While stocks are closing in on yet another strong year, investors have found this holiday time to be anything but calm and relaxing. A nine-hundred-point fall […]
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Please call Calvin Place at (781) 792-0440 to request an introductory meeting or you may submit an inquiry below.