Highlights Mega-cap stocks carried the major benchmarks during the month. Smaller stocks have lagged in recent months. While the Fed was...
READ MORE2023 – 1st Quarter Letter – Dividends, Buybacks, & Change
by Jim Pittenger | Apr 17, 2023 | Investment Management, P&A Articles, Quarterly Letters
The latest P&A quarterly letter to clients is available in PDF form. You can download it...
READ MOREMarch 2023 Market Recap
by Dan Frost | Apr 3, 2023 | Market Commentary, P&A Articles
Highlights Markets were on edge during the month of March following high profile bank failures in the United States and Europe. Despite those...
READ MOREFebruary 2023 Market Recap
by Dan Frost | Mar 7, 2023 | Market Commentary, P&A Articles
Highlights The S&P 500 gave back some of the gains from January while the NASDAQ and Russell 2000 were flat for the month. Rates ticked...
READ MOREJanuary 2023 Market Recap
by Dan Frost | Feb 8, 2023 | Market Commentary, P&A Articles
Highlights The S&P 500 rose by 6.28% in the month of January, while non-US stocks, represented by the MSCI EAFE index, rose by 8.1%. Bonds...
READ MORE2022 – 4th Quarter Letter – How Pitch Trumps Google
by Jim Pittenger | Jan 11, 2023 | Investment Management, P&A Articles, Quarterly Letters
The latest P&A quarterly letter to clients is available in PDF form. You can download it...
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