Quarterly Market Reviews

By Brett Freese Investing requires a level of well-reasoned hope in light of more questions than answers.  This challenge has been true of every year and […]

By Brett Freese When most investors are pricing in a “down economy” and a “down market”, we get set up for the opposite to happen.  That […]

By Brett Freese August and September are historically challenging months for stocks and this year was no exception.  The surprise has been in longer-term bond yields […]

By Brett Freese Going into April this year, most investment professionals, news sources, and investors were bearish or at best concerned about stocks (anticipating some big […]

By Brett Freese What an interesting start to 2023 – The Fed continued interest rate hikes, a few banks failed, and US Large Cap growth stocks […]

By Brett Freese 2022 was a very challenging year, but many great changes and opportunities are here and are coming.  Over the last few decades for […]

By Brett Freese What to do when a wise diversified portfolio plan that has worked for decades does not feel or look to be working now?  […]

By Brett Freese Market Highlights: Worst first half of a year for investors since 1970.  1970???  I was born in August of that year. Therefore, I […]

By Brett Freese  Market Highlights: The major stock and bond indices were all down this past quarter (see “Market Scorecard” below). Gold was up 5.88% price […]