Wealth & Wisdom 06/17/2022

The stock market entered a bear market this week. So, what does a bear market mean for your portfolio? We thought this would be an appropriate question to address because the year-to-date performance of the S&P down 22.50% on a total return basis, as of Thursday’s close. Bear markets are typically defined by a 20%…

MARKET UPDATE 06/17/2022

The stock market entered a bear market this week. So, what does a bear market mean for your portfolio? We thought this would be an appropriate question to address because the year-to-date performance of the S&P down 22.50% on a total return basis, as of Thursday’s close. Bear markets are typically defined by a 20%…

Wealth & Wisdom 06/10/2022

Watch This Week’s Investment Committee Call This past Tuesday we held our monthly Surevest Investment Committee Call. We reviewed data we’ve been working on, what we are looking at in the market, some of the changes we have noticed month-over-month, and what opportunities, and risk and concerns that are out there as well. We appreciate…