Q4 2017 Advisory Commentary
2017 came to a close with equity markets continuing their year-long surge upwards. The upside bias was given a boost as congress passed the new tax cut & reform package just before the end of the year. While the effects…
2017 came to a close with equity markets continuing their year-long surge upwards. The upside bias was given a boost as congress passed the new tax cut & reform package just before the end of the year. While the effects…
September saw markets provide investors with another upswing in share prices. Volatility was decidedly lower over the month as the only significant pullbacks were seen in the treasury bond arena as well as in precious metals. Real estate firms saw…
As we enter September with continued market gains, it’s still important to remember that it has been 14 months since the S&P 500 experienced a 5% sell-off and 19 months since the market had a correction of 10%. The rubber…
The markets continued to push forward in July, with outsized gains in most of the broad indexes. Volatility also continued to drop across the board as we’ve seen an unusual amount of correlation between many different asset types. The general…
As we celebrate the Dow Jones Industrial Average, S&P 500 & NASDAQ Composite Indexes charging to all-time highs, it feels appropriate to take note of several less than positive facts that investors may or may not choose to focus on.…
While October saw the broad markets experience a long overdue pullback, we are all preparing to cross the finish line of this long Presidential election cycle. This issue will obviously dominate the headlines well into the new year. In the…
With the markets ending the month and quarter on a positive note, September also saw the emergence of several economic indicators flashing slower growth signals, with some downright negative trends showing up in the data as well. We’re now beginning…
The S&P 500 closed down 0.1% last week, ending the four week win streak. It was still a great month for equities though, as the S&P 500 gained 3.69% for the best July since 2013, which gained 4.9%, and the…
Well, if “Brexit” wasn’t a part of your investing vocabulary before, it certainly was by the time the month of June was over. On June 23rd, the citizens of the United Kingdom voted to leave the European Union in a…
May saw a relative continuation of this year’s volatility, but with a surprisingly positive jump over the last week of the month. Oil continued to be a major driver in the market, finishing up 5.31% for May and now up…