Quarterly Client Letter – Q4 2022

March 17, 2023By Phil Clark, CPWA®,CFP®, CLU®

Regarding Bear Markets and Recessions I realize that these times are scary. Volatility in the markets is inherently difficult, both on the portfolio and emotional cycle of investors. Recessionary fears are a common party conversation with discussions and debates over Federal Reserve interest rate changes, timetables, inflation, labor participation rates, and unemployment rates. Even, as Read the full article…

KROST Wealth Monthly Economic Update: November 2022

November 8, 2022By Phil Clark, CPWA®,CFP®, CLU®

In this month’s recap: Stocks posted big gains in October as “old economy” names reported solid earnings while mega-cap techs struggled. U.S. Markets Stocks posted big gains in October, propelled by better-than-expected corporate reports. The Dow Jones Industrial Average led, gaining 13.95 percent. The Standard & Poor’s 500 Index tacked on 7.99 percent, while the Read the full article…

KROST Wealth Monthly Economic Update: August 2022

August 9, 2022By Phil Clark, CPWA®,CFP®, CLU®

In this month’s recap: Stocks surge on receding inflation and recession worries, and better-than-expected second-quarter earnings. U.S. Markets Stocks posted big numbers in July, erasing some of their first-half losses. Investor sentiment was lifted by receding inflation and recession worries and a better-than-expected start to the second quarter earnings season. The Dow Jones Industrial Average Read the full article…