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October 22, 2021

Investment Summary – 3rd Quarter 2021

The just completed third quarter delivered unremarkable returns in stocks and bonds, although volatility was picking up towards the end of September. Choppiness in the financial […]
July 22, 2021

Investment Summary – 2nd Quarter 2021

The second quarter wrapped up with reports of largely upbeat economic data, coupled with another new record high for stock prices. The Dow Jones Industrial Average […]
June 30, 2021

Economic and Investment Forecast – June 2021

As Summer gets into full swing, financial markets remain quite strong as economies around the world reopen following the lengthy pandemic lockdowns. In the U.S., business […]
April 27, 2021

Investment Summary – 1st Quarter 2021

During a choppy and volatile first quarter for the financial markets, stock prices were able to achieve new records and build on the strong finish of […]
January 28, 2021

Investment Summary – 4th Quarter 2020

The year 2020 has finally come to an end, putting behind us a pandemic-laden period that brought unprecedented challenges and disruptions. Along with the health crisis […]
December 23, 2020

Economic and Investment Forecast – December 2020

While the holidays are typically a time of relaxation and celebration with family and friends, this December marks the end of a year that we are […]
October 23, 2020

Investment Summary – 3rd Quarter 2020

As the year 2020 continued on its unpredictable, and at times destructive path, the third quarter managed to push stock prices higher in the face of […]
July 3, 2020

Investment Summary – 2nd Quarter 2020

Stocks around the world had a surprisingly strong second quarter, while the economic and societal healing process post the pandemic-induced recession is just getting under way. […]
May 20, 2020

Economic and Investment Forecast – March 2020

Coronavirus is on everyone’s mind with its effects being felt worldwide. The markets are extremely volatile, and we’re all concerned for the health and safety of […]
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Please call Calvin Place at (781) 792-0440 to request an introductory meeting or you may submit an inquiry below.