Second Quarter 2021 Market Recap, Performance Review and Near-term Outlook

Q2 2021 saw gains in most stock market indexes, with many closing at or near all-time highs. This is not surprising, as markets continue to be driven by meaningful progress on vaccination rates, accommodative monetary policy, record- shattering fiscal stimulus, and strong corporate earnings growth driven by the reheating of global economies.

This link is to a PDF containing our Q2 2021 Market Recap, Performance Review and Near-term Outlook. This Recap incorporates a broad review of global markets, including a series of directly comparable, globally diversified, balanced portfolio benchmarks constructed by iShares (by Blackrock). The commentary and performance information, coupled with the tabled data will, hopefully, help each reader evaluate their own portfolio performance in proper context with just a few numbers.

As always, I am available at any time, any day of the week, to discuss specific portfolio performance questions with all clients. Until then, be well, enjoy your week, and thank you!

A.J. Walker, CFA CFP® CIMA®
Founder, President, and CEO
Lake Jericho, LLC

First Quarter 2021 Market Recap, Performance Review and Near-term Outlook

Somehow, we overlooked posting the First Quarter 2021 Market Recap, Performance Review and Near-term Outlook after having pushed it out to clients. Better late than never.

This link is to a PDF containing our Q1 2021 Market Recap, Performance Review and Near-term Outlook. This Recap incorporates a broad review of global markets, including a series of directly comparable, globally diversified, balanced portfolio benchmarks constructed by iShares (by Blackrock). The commentary and performance information, coupled with the tabled data will, hopefully, help each reader evaluate their own portfolio performance in proper context with just a few numbers.

As always, I am available at any time, any day of the week, to discuss specific portfolio performance questions with all clients. Until then, be well, enjoy your week, and thank you!

A.J. Walker, CFA CFP® CIMA®
Founder, President, and CEO
Lake Jericho, LLC