Quarterly Insights Archive
Previous client letters from Mike Ovshak, CFP®:
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March 2022 - " Looking Back at Q1 2022 and Ahead to the Next"
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October 2021 - "Looking Back at the Markets in Q3 and Ahead to Q4 2021 "
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April 2021 - "Looking Back at the Markets in Q1 and Ahead to Q2 2021"
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October 2020 - "Looking Back at the Third Quarter and Ahead to the Fourth for 2020"
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January 2020 - "2020 Outlook: Continued Growth or Recession?"
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October 2019 - "A Look Back at Q3 and Forward to Q4 of 2019"
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July 2019 - "A Look Back at the Markets in Q2 and Ahead to Q3 2019"
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April 2019 - "First Quarter 2019 Market Update - Not a Bad Place to Be"
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February 2018 - "What Does the Market Decline Mean for You?"
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December 2017 - "Tax Cuts and Jobs Act of 2017: What Taxpayers Need to Know"
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July 2017 – "Midyear Forecast: The Economy and Markets in 2017"
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April 2017 – "Is the Recent Market Rally Based on Hope or Facts?"
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January 2017 – "Year-End Recap and Outlook for the Year Ahead"
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January 2016 – "Is This the Way the World Ends? A Look at January Market Volatility"
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October 2015 – "Third Quarter 2015 Market Update: Volatility Returns to the Stock Market"
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July 2015 – "Second Quarter 2015 Market Update: Investors Can’t Always Get What They Want"
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April 2015 – "First Quarter 2015 Market Update: Buckle Up, as the Ride Could Soon Get Bumpier"
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October 2014 – "When Will Stock Market's Winning Streak End"
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July 2014 – "Economy and Markets Heating up with Summer's Arrival"
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April 2014 – "First Quarter 2014: Will Warmer Temperatures Heat up the Economy"
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November 2013 – "Special Market Update: Thoughts on Financial Markets and Investment Expectations"
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October 2013 – "Third Quarter 2013: Potential Pullback, Positive Outlook"
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July 2013 – "Second Quarter 2013: More Volatility, but Not Unexpected"
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October 2012 – "Third Quarter Commentary: The Economy & the Markets: Going Into the Home Stretch"
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July 2012 – "Second Quarter Commentary: The Economy and the Markets: Status at Half-Time"
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August 2011 – "Here We Go Again, Again: The S&P Rating Downgrade"
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July 2011 – "Second Quarter Market Update and Dealing with Our Debt"
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July 2011 – "DEFCON: An Examination of the Debt Ceiling 'Crisis'"