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Quarterly Update

Quarterly Market Outlook

By | Quarterly Update

QUARTERLY MARKET OUTLOOK

Greg Carr, Jan 12, 2021

Quote for the Day:  “Celebrate endings—for they precede new beginnings.” —Jonathan Lockwood Huie

2020 Review: It was the best of times, it was the worst of times…
What a year. A global pandemic, an economic shock and struggle like we’ve never before seen, and an election year with social unrest and political tensions that were off the chart. Still, after the swiftest decline in market history, the S&P500 large-cap stock market index finished the year with gains of 17.88%, far higher than traditional market metrics would expect. Growth stocks (+39%) far outpaced value stocks (+3%), demonstrating again the importance of diversification. Small Caps slightly outpaced large caps for the first year in many.
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Quarterly Market Outlook

By | Quarterly Update

QUARTERLY MARKET OUTLOOK
Greg Carr, Oct 7, 2020

Quote for the Day: “I would rather sit on a pumpkin, and have it all to myself, than be crowded on a velvet cushion.” – Henry David Thoreau.

Summary: Disconnect from Reality

Despite a struggling economy and a looming presidential election, the U.S. stock market hit new highs in early Sept. in what seemed to be a “disconnect from reality.” As expected, however, it has recently pulled back from these highs. There is still significant weakness in the U.S economy, and uncertainty with the virus and the presidential election, making volatility likely in the final quarter of the year. Read More

Quarterly Market Outlook

By | From Greg's Desk, Quarterly Update, Uncategorized

QUARTERLY MARKET OUTLOOK

Greg Carr, April 7, 2020

Quote for the Day:  “Look at market fluctuations as your friend rather than your enemy; profit from folly rather than participate in it.”  -Warren Buffett

Summary: Stocks around the world have been in turmoil since mid-Feb. due to concerns over Covid-19 and its potential effect on the economy. We are not sure how long this will last. But it will end at some point and our economy and markets will recover. In the meantime, government policymakers have pledged to do everything they can to shield the economy from a deeper recession. Read More

Quarterly Economic and Market Outlook

By | Quarterly Update

Quarterly Economic and Market Outlook

Greg Carr, Oct 8th 2019

Quote for the Day: “Autumn is a second spring when every leaf is a flower” – Albert Camus


Summary:
Markets have done well this year. But global and U.S. economies are cooling. Despite headwinds and media headlines, a recession doesn’t appear imminent. A recession will probably not happen until late 2020, or later, if the clouds continue blowing over. Still, markets are likely to be “bumpy” in the foreseeable future as the economy cools. Read More