3rd Quarter 2020

By: Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA on Oct 15, 2020 3:30:00 PM

Market Updates
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19 min read

June 2021

Jul 7, 2021by Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA

Market highlights

This year’s July 4th holiday finds the nation at the halfway point of the year with Q2 behind us and...
6 min read

2nd Quarter 2021

Jun 24, 2021by Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA

Portfolio Manager's Quarterly Commentary - Jun 23rd, 2021

The second quarter under the Biden administration saw the...
23 min read

May 2021

Jun 14, 2021by Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA

Market highlights

As the nation reflects on the sacrifices made by our servicemen and women this Memorial Day, and as...