Broker Check

Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of
stock and bond asset classes in the US and international markets.

The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. To access the .pdf report please click on the link below.  

Q4 2021 Market Review

Q3 2021 Market Review

Q2 2021 Market Review

Q1 2021 Market Review

Q4 2020 Market Review

Q3 2020 Market Review

Q2 2020 Market Review

Q1 2020 Market Review

Q4 2019 Market Review

Q3 2019 Market Review

Q2 2019 Market Review

Q1 2019 Market Review

Q4 2018 Market Review

Q3 2018 Market Review

Q2 2018 Market Review

Q1 2018 Market Review

Q4 2017 Market Review

Q3 2017 Market Review

Stock investing involves risk including loss of principal.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.