Insights Blog – Proper Wealth Management

June 2022

June has just ended and wanted address the most often questions I've received the past few weeks/months. So far this year, the S&P and Nasdaq are down ~-20% and ...

March 2022

Clients and Friends, It's been 4 months since my last update when I decided to break a pause on writing updates, mainly since I felt I wasn't saying anything new. ...

November 2021

Clients and Friends, November was a much a do about nothing month overall if you look at returns in stocks which were relatively flat. There was a continuation of a ...

October 2021

Dear Clients and Friends, October saw stock markets bounce back from their first meaningful loss in a year to post a strong gain of over 5% while intermediate and long ...

September 2021

Dear Clients and Friends, September was the first month in a long time that markets experienced a reasonable pullback as the S&P retreated over 4.5%. It's been so long that ...

August 2021

Clients & Friends, August was a quiet month in terms of market returns and economic data (more below). We also saw heart-wrenching videos of folks trying to flee Afghanistan ...

July 2021

Clients & Friends, It's been a busy month with the delta variant running rampant in parts of the U.S. and world, and renewed concerns over reimplemented lockdowns taking the center ...

June 2021 Recap & Outlook

Clients & Friends, June was a relatively muted month so we'll keep this month's update short and sweet. Some trends have persisted such as housing prices which continue to ...