In the third quarter trends continued – U.S and non-US stocks, and bonds all went down in the third quarter as they did in Q1 and Q2. Stocks were down more than bonds. If we zoom out a little bit more and we look at the one-year numbers, which includes the fourth quarter of 2021, a diversified portfolio of global stocks is down basically 20 – 25% and bonds 10 – 15% percent.

In the first quarter markets across the board – stocks, bonds, real estate, US and non-US are kind of down across the board, mid-single digits and that’s continued in April and the first part of May. It’s quite unusual for all major asset classes go down at once and all go down about the same amount, but that’s what we’ve seen in 2022, so far.

Hello, this is Josh Wolberg and I’m happy to announce a new brand, Great River Financial. As many of you know we’ve been providing investment management and financial planning services through Resources Investment Advisors, our back office located in the Kansas City area.

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