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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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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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