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April 29, 2020

Investment Summary – 3rd Quarter 2019

Financial markets were mixed in the third quarter, with major asset class performance ranging from small negative returns to incremental positive gains. The primary U.S. stock […]
April 29, 2020

Investment Summary – 2nd Quarter 2019

Stocks around the world climbed higher in the second quarter, adding to what has been a banner year for equity investors. Global economic conditions continue to […]
April 29, 2020

Economic and Investment Forecast – June 2019

As we reach the half-way point in what has been a strong year in the financial markets, the Jay Powell led Federal Reserve is considering an […]
April 29, 2020

Investment Summary – 1st Quarter 2019

The decade-old bull market roared back to life in the first quarter, making up for what was a volatile end to 2018 for financial markets. Both […]
April 29, 2020

Investment Summary – 4th Quarter 2018

The fourth quarter of 2018 did not provide much holiday cheer for investors, as major stock benchmarks registered their worst December since the Great Depression (circa […]
April 29, 2020

Market Update – October 2018

In what is shaping up to be a volatile year in the financial markets, the Dow Jones Industrial Average slipped into correction territory for the second […]
April 29, 2020

Investment Summary – 3rd Quarter 2018

After an uneven first half of the year in the equity and fixed income markets, U.S. stocks found their stride in the third quarter, prolonging what […]
April 29, 2020

Investment Summary – 2nd Quarter 2018

With the first half of the year completed, investment returns across all asset classes were truly mixed through the June 30th period. U.S. stock benchmarks ended […]
April 29, 2020

Economic and Investment Forecast – June 2018

As steady as the U.S. economy has been of late, investor focus in 2018 has decidedly turned to geopolitics. The recently completed U.S. and North Korea […]
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Please call Calvin Place at (781) 792-0440 to request an introductory meeting or you may submit an inquiry below.

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