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We personally author periodic letters and presentations to our clients to provide an update on how we are managing their portfolios, our view on economic conditions, and important updates on financial planning topics.  We post some of that content to this blog for public viewing.  We hope you find the content useful. 

First Quarter 2022 – TINA (There Is No Alternative) Until There Is

Submitted by Alsworth Capital Management, LLC on April 20th, 2022

Market Recap

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Fourth Quarter 2021 – FOMO and Diversification

Submitted by Alsworth Capital Management, LLC on January 26th, 2022

Market Recap

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Third Quarter 2021 - China Spooks Markets

Submitted by Alsworth Capital Management, LLC on October 22nd, 2021

Market Recap

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Second Quarter 2021 - Waking Up The Inflation Dragon

Submitted by Alsworth Capital Management, LLC on July 26th, 2021

Stocks around the globe continued to surge in the second quarter.  The U.S and developed international markets led the way, with the S&P 500 Index gaining 8.5% and developed international stocks rising 5.7%.  Emerging-market stocks trailed in terms of progress on the COVID-19 front and in turn rose by a more modest 4.9%.  In bond markets, the 10-year Treasury bond prices

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First Quarter 2021 - Boredom, Margin, SPACs, NFTs and Retirement

Submitted by Alsworth Capital Management, LLC on April 27th, 2021

Boredom, Margin, SPACs, NFTs and Retirement 

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ACM Investor Presentation Q4 2020

Submitted by Alsworth Capital Management, LLC on February 26th, 2021

Alsworth Capital Management - Fourth Quarter 2020 Investor Presentation, please click HERE

 

Fourth Quarter 2020 - Pandemic + Unrest = Booming Stock Market?

Submitted by Alsworth Capital Management, LLC on January 25th, 2021

Q4 2020 – Pandemic + Unrest = Booming Stock Market?

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October 25, 2020 - Elections & Quarantine Bubbles

Submitted by Alsworth Capital Management, LLC on October 27th, 2020

Market Review

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ACM Investor Presentation Q3 2020

Submitted by Alsworth Capital Management, LLC on October 26th, 2020

Alsworth Capital Management - Third Quarter 2020 Investor Presentation, please click HERE

 

Second Quarter 2020 Investor Presentation

Submitted by Alsworth Capital Management, LLC on September 15th, 2020

Alsworth Capital Management - Second Quarter 2020 Investor Presentation, please click HERE

 

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Corning, New York
14830 United States

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Advisory services offered through Alsworth Capital Management, LLC, an independent Registered Investment Advisory firm. Securities offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC. Alsworth Capital Management, LLC and Cadaret, Grant & Co., Inc. are separate entities. 

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