2021 Third Quarter Review and Outlook
In the third quarter the S&P 500 Index returned a modest .58%. The index is still up 15.92% in 2021 after a very strong first half of the year. Stocks lost momentum in September due to concerns over the Delta variant, rising inflation, supply chain problems,...
Love wine and shopping? Barrington Wine Walk returns Oct. 9
Wine lovers who also enjoy shopping may want to mark their calendars for the Barrington Fall Wine Walk. The event, sponsored by the Barrington Area Chamber of Commerce and the village of Barrington, will be held from 2-6 p.m. Saturday, Oct. 9, in downtown Barrington....
2021 First Half Quarter Review and Outlook
In the second quarter of 2021, the S&P 500 returned 8.55% - setting an all-time high for the index. The strong returns were driven by Covid vaccinations, an opening of the economy leading to increased earnings and an accommodating Federal Reserve. The main...
2021 First Quarter Review and Outlook
In the first quarter of 2021, the S&P 500 index returned 6.17% - setting an all-time high for the index. The strong returns were driven by the rapid vaccinations leading to expectations of 2021 GDP growth in the 4 to 5 percent range. The Federal Reserve has made...
We Are Excited To Announce Our New Office!
Virtue Asset Management is the proud new owner of a building built in 1905 and located in the Barrington Historical District at 308 W. Main Street. We look forward to meeting clients in our larger space. Contact us today for an appointment.
Robert Finley named to Barrington Area Chamber of Commerce Board of Directors
The Barrington Area Chamber of Commerce has announced its 2021 Board Leadership and Conquer Awards recipients, who will be honored in a streaming event from 5-6:30 p.m. Thursday, Jan. 28. The 2021 BACC Board includes: Board of directors: Amber Luczak, Edward...
2020 Review and 2021 Outlook
It was another strong year of returns for most major asset classes. In 2020, the S&P 500 Index returned 18.40%. This return was generated despite a global pandemic that caused U.S. second quarter real gross domestic product to decrease at an annual rate of 32.9%....
Treasury Inflation Protected Securities – An Attractive Option to Diversify Your Bond Portfolio
Fixed income securities play an important role in most client portfolios. They provide cash flow, diversification and reduced volatility. Federal Reserve policy designed to stimulate the economy has created a low interest rate environment and made fixed income...
Closed-end funds may be option for retirees searching for portfolio income
Many closed-end funds use leverage, subject to regulatory limits, to juice their returns. That is, they can borrow money to invest. However, leverage also means that losses can also be exacerbated. “That’s something we take into consideration,” said CFP Robert Finley....
2020 Third Quarter Review and Outlook
The third quarter was another strong quarter for the stock market. The S&P 500 Index returned 8.93% for the third quarter, although it ended the quarter on a sour note. The index was down in September, the first down month since March. In the fourth quarter, we...
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