Market Recap Videos

May 2022 Market Recap

We know the market has been challenging to start the year, and when you are looking at your accounts online and reviewing your statements you can often be left feeling stressed or anxious. We want to discuss your investment plan with you and we are here to talk.

May 2022 Market Recap

This month, let's take a look at the impact of the markets, the many fun things May has in-store for us, and of course… barbeque!

April 2022 Market Recap

Not only are we excited to announce our Shred-It Event will be taking place again this year on April 30, but we're also looking at the state of interest rates, the Russian economy, and the growth of overseas companies.

March 2022 Market Recap

Along with the unpredictable Ohio weather, our three key concerns this month center around the developments in Ukraine, the potential for an increasing interest rate, and the ongoing supply chain management issues.

Click here to read Wells Fargo Investment Institute's report about how Russia's invasion of Ukraine may impact the firm's portfolio guidance.

February 2022 Market Recap

In this winter weather update, we review the ongoing labor shortage, the state of the stock market, and high-level Q4 2021 company earnings. Oh, and we hear from our friend, Punxsutawney Phil.

January 2022 Market Recap

Our special New Year's edition of the monthly market recap covers the effects of the Omicron variant, the Build Back Better Act, and an update from the Fed.

December 2021 Market Recap

This month we take a look at inflation in the economy, Americans' rebounding travel plans, and of course, Cleveland's sports teams.

November 2021 Market Recap

We continue to see supply chain disruptions this month, and we also take a look at recent earnings growth in the U.S. and consumer confidence.

October 2021 Market Recap

In this month's recap, we take a look at the outlook on the new tax plan, the strong performance of the markets, and concerns over China's bond market.

August 2021 Market Recap

Summer is moving right along and we are now into August. Hard to believe how fast it goes. This month, we're talking about inflation, the Delta variant, and the rebounding economy.

July 2021 Market Recap

It's hard to believe that it is already July. In this month's recap, we discuss increasing company stock prices, interest rates, inflation, and asset purchases, as well as job growth.

June 2021 Market Recap

Summer is definitely in the air, and our team hopes you're able to get outside and enjoy it. This month we are discussing rising inflation and market performance.

Our Spring Update

James Mayer and Phil Anderson have some important information to share regarding the S&P 500, the leading companies in the stock market, and vaccinations in the U.S.

3 Things for February

Spring is right around the corner. And while that may bring rain, as I like to say, you don't have to shovel rain. So here are three things happening in February that we think are important.

The Vaccine and the Market

With the rollout of the COVID-19 vaccine, the market has clearly taken notice of the news, with stocks around the world broadly higher since November 9th, when the effectiveness rate for the first vaccine became public.