Q1 2023 Commentary
The first quarter of 2023 gave us so much to talk about.
2022 Q4 Commentary
Q3 2022 Market Commentary
2022 Q1 Happy Hour Commentary
2021 Q2 Commentary
Custom Wealth Management Quarterly Commentary Q2 2021
2021 Q1 Quarterly Commentary
In writing our Q1 Market Commentary last year, it was in the midst of a 15-day nationwide, or almost nationwide, lockdown in an attempt to “flatten the curve.” We had experienced a 34% decline in the S&P, we were just starting to get our bearings in the new Work From Home world and we here at CWM we were hard at work rebalancing portfolios to take advantage of tax loss harvesting while positioning for what was anticipated. [Read/Watch More]
