Quarterly Update

The market was able to overcome the emergence of the highly contagious Omicron variant of the Coronavirus, rising inflation expectations, labor shortages and supply chain bottlenecks during the final quarter of 2021. Despite those headwinds, corporate earnings...

The S&P 500 Total Return Index gained 0.6% for the quarter and is up 15.9% for the year. The Barclays U.S. Aggregate Bond Index was basically unchanged during this period and remains down 0.8% for the year. The virus remains in focus and the success of our...

The S&P 500 Total Return Index gained 8.55% for the second quarter and is up 15.25% for the year. The Barclays U.S. Aggregate Bond Index gained 0.8% during the same quarter and is down 0.8% for the year. The stock market’s strength during the latest quarter was...

The S&P 500 Total Return Index gained 6.2% for the quarter while the Barclays U.S. Aggregate Bond Index declined 1.6% during this period. The stock market’s strength during the quarter was driven by more hopeful expectations for the economy in 2021. Over the...

The S&P 500 Total Return Index gained 6.2% for the quarter while the Barclays U.S. Aggregate Bond Index declined 1.6% during this period. The stock market’s strength during the quarter was driven by more hopeful expectations for the economy in 2021. Small stocks,...

If anyone thought the economic review was mundane, then 2020 should make you reevaluate that point of view. The fourth quarter of 2020 was perhaps THE most interesting quarter in the economy in modern history. It is quite challenging to develop an economic outlook for...

The S&P 500 Total Return Index gained 12.1% for the quarter and finished up 18.3% for the year. The Barclays U.S. Aggregate Bond Index gained 0.4% for the quarter and ended up 5.6% for the year. 2020 was one of the most eventful years in recent memory. Pandemic...

Now is the time to review and consider your Medicare choices for 2021. Seniors currently enrolled in Medicare can reconsider their choices from October 15 through December 7, 2020. This is called the Open Enrollment Period and coverage can start on January 1, 2021....

North Star is proud to announce the sponsorship of the Chicago North Stars. They are the first all women’s team to play in an adult men’s league. Please view the article in the Chicago Sun-Times featuring one of our own — Anna Lurie. We wish the team success in their...

The S&P 500 Total Return Index finished up 8.93% for the quarter and is up 5.57% for the year. The Barclays U.S. Aggregate Bond Index gained 0.62%% for the quarter and is up 6.72% for the year. This has been a historically volatile year for the stock market. Investors...