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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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The Passionate Investor Q4 2020

Financial Services Investment Advice Investment Management Investment Planning Investment Strategy Investments January 19, 2021 Author: Woody Derricks

Market Review Equity markets generally outperformed fixed-income markets with the S&P 500 rising 12.15% (including dividends; +18.40% YTD) and the Barclay’s Capital U.S. Aggregate Bond Index increasing 0.67% (+7.51% YTD). Small caps outperformed large-cap stocks (S&P 500) as the Russell 2000 small-cap stock index returned +31.37% (+19.86% YTD). Value outperformed Growth during the quarter but underperformed over […]

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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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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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