Quarterly Market Review
Market Quarter July – September 2022
The ramifications of stamping down rising inflation dominated the markets in the third quarter. Investors weighed the balance between an aggressive government policy aimed at curbing price pressures against the possibility of those very policies leading to an economic recession.
Market Quarter January – March 2022
Welcome to the Quarterly Market Review for the first quarter of 2022. Investors had to deal with several major issues throughout the first quarter, including the impact of rising inflation, higher interest rates, ongoing coronavirus concerns, and the Russia-Ukraine...
2021 Annual Market Review
Welcome to the 2021 Annual Market Review. The year 2021 was a memorable one. It began with hope that the war against the coronavirus might be won with the increasing vaccine availability. But the emergence of virus mutations, coupled with the uneven dissemination and...
Quarterly Market Review: July-September 2021
Overall, the third quarter was a roller-coaster ride for the market. The Dow, the Russell 2000, the Nasdaq, and the Global Dow lost value, while the S&P 500 was able to eke out a quarterly gain.
Quarterly Market Review: April-June 2021
The second quarter began with stocks making solid gains in April. COVID vaccines became available to
more Americans.
Securities offered through DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with DAI Securities. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.
Download our Form CRS (Client Relationship Summary) by clicking here.
Download our ADV brochure by clicking here.
Download our ADV Part 2A brochure by clicking here.
Click here to learn more about our Information Security Program.
Investment products & services are only available to residents of CO, DC, FL, KS, KY, MA, MD, NC, NY, PA, SC, VA & WA.
Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.
© EagleStone Tax & Wealth Advisors 2023. All rights reserved.