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April 2025 Market Commentary

Certified Financial Planner CFP Financial Advice Financial Advisor Financial Advisor for Gay Couples Financial Advisor for LGBT Couples Financial Planner Financial Planning Financial Planning for Gay Couples Financial Planning for same-sex couples Financial Planning for Women Financial Services Gay Friendly Financial Advisor Annapolis Investment Advice Investment Advisor Investment Companies Investment Management Investment Planning Investment Strategy Investments LGBT friendly financial Advisor Recession Registered Investment Advisor Retirement Advice Retirement Planning Retirement Planning for LGBT Couples RIA Wealth Management Wealth Management Firms April 16, 2025 Author: Woody Derricks

1st Quarter Recap After the last two years, during which the S&P 500 saw solid and consistent returns, volatility came back beginning in mid-February. The unpredictability surrounding tariffs has created uncertainty for the markets and the future of our economy. Tariffs- a partial timeline through March 31st On the campaign trail, President Trump promised to […]

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Q1 2022 Passionate Investor

Certified Financial Planner Financial Advice Financial Advisor Financial Planner Financial Planning Financial Services Investment Advisor Investment Strategy Registered Investment Advisor Retirement Planning RIA Wealth Management April 29, 2022 Author: Woody Derricks

Q4 2021 Market Review and Commentary  Market Review* Equity markets generally outperformed fixed-incom e markets with the S&P 500 falling 4.60% (including dividends) and the Barclay’s Capital U.S. Aggregate Bond index falling 5.93%. Small caps underperformed large cap stocks (S&P 500) as the Russell 2000 small cap stock index returned -7.53%. Value outperformed Growth during […]

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Q4 2021 Passionate Investor

Financial Advisor Financial Advisor for Gay Couples Investment Advice Investment Advisor Investment Companies Investment Management Investment Planning Investment Strategy Investments January 25, 2022 Author: Woody Derricks

Q4 2021 Market Review and Commentary  Market Review* Equity markets generally outperformed fixed-income markets with the S&P 500 rising 11.03% (including dividends; +28.71% YTD) and the Barclay’s Capital U.S. Aggregate Bond index rising 0.01% (-1.54% YTD). Small caps underperformed large cap stocks (S&P 500) as the Russell 2000 small cap stock index returned +2.14% (+14.82% […]

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Q3 2021 Passionate Investor

Investment Advice Investment Advisor Investment Companies Investment Management Investment Planning Investment Strategy Investments October 22, 2021 Author: Woody Derricks

Q3 2021 Market Review and Commentary Market Review* Equity markets generally outperformed fixed-income markets with the S&P 500 rising 0.58% (including dividends; +15.92% YTD) and the Barclay’s Capital U.S. Aggregate Bond index rising 0.05% (-1.55% YTD). Small caps underperformed large-cap stocks (S&P 500) as the Russell 2000 small-cap stock index returned -4.36% (+12.41% YTD). Value […]

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Q2 2021 Passionate Investor

Certified Financial Planner Financial Advice Financial Advisor Investment Advice Investment Advisor Investment Management Investment Planning Investment Strategy RIA July 20, 2021 Author: Woody Derricks

Q2 2021 Passionate Investor Market Review* Equity markets generally outperformed fixed-income markets with the S&P 500 rising 8.55% (including dividends; +15.25% YTD) and the Barclay’s Capital U.S. Aggregate Bond index rising 1.82% (-1.60% YTD). Small caps underperformed large-cap stocks (S&P 500) as the Russell 2000 small-cap stock index returned +5.47% (+17.54% YTD). Value outperformed growth […]

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Mutual Funds, ETFs or Stocks?

Financial Advice Financial Planning Investment Advice Investment Advisor Investment Planning Investment Strategy Investments Registered Investment Advisor June 23, 2021 Author: Woody Derricks

Are Mutual Funds Always a Better Choice Than Individual Stocks?   Over the past few decades, mutual funds, along with their newer cousin, exchange-traded funds (“ETFs”), have ballooned in popularity.  These financial tools provide convenience:  you can diversify your investments in one fell swoop, so you are less subject to loss if any one company fails.   Mutual funds can also help you buy an entire index or industry […]

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Q1 2021 Passionate Investor

Certified Financial Planner CFP Financial Planner Financial Planning Investment Advice Investment Advisor Investment Planning Investment Strategy Investments RIA Wealth Management April 28, 2021 Author: Woody Derricks

Q1 2021 Passionate Investor Market Review Equity markets generally outperformed fixed-income markets with the S&P 500 rising 6.17% (including dividends) and the Barclay’s Capital U.S. Aggregate Bond index falling 3.37%. Small caps outperformed large-cap stocks (S&P 500) as the Russell 2000 small-cap stock index returned +12.70%. Value outperformed growth during the quarter (as determined by […]

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The Passionate Investor Third Quarter 2020 and the Coronavirus Impact

Investment Advice Investment Advisor Investment Management Investment Planning Investment Strategy Investments RIA Uncategorized October 29, 2020 Author: Woody Derricks

The Passionate Investor Third Quarter 2020 and the Coronavirus Impact Market Review Equity markets generally outperformed fixed-income markets with the S&P 500 rising 8.93% (including dividends; -5.57% YTD) and the Barclay’s Capital U.S. Aggregate Bond index increasing 0.62% (+6.79% YTD). Small caps underperformed large cap stocks (S&P 500) as the Russell 2000 small cap stock […]

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Understanding the Differences between a Roth IRA and Traditional IRA

Certified Financial Planner Financial Advice Financial Advisor Financial Planner Investment Advisor Investment Strategy Registered Investment Advisor Retirement Advice Retirement Planning RIA Wealth Management August 6, 2020 Author: Deborah Doyle

Understanding the Differences between a Roth IRA and Traditional IRA If you are considering a Roth IRA or Traditional IRA for retirement savings, it’s important to understand the differences and eligibility limitations for each. The biggest distinction between a Roth IRA and a traditional IRA is how and when you get a tax break. Contributions […]

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Meet Our Summer 2020 Interns!

Financial Advice Investment Advisor Investment Management RIA Wealth Management June 5, 2020 Author: Woody Derricks

Meet Our Summer 2020 Interns! Help Us Welcome Our Interns We’re excited to announce that we’ll have two interns working for us this summer. Luke will be working on Mondays and Tuesdays and Bailey will be working on Thursdays and Fridays.     Bailey Schwab Education   Bailey is a rising junior at Johns Hopkins University majoring in […]

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