Through the first month and a half of the New Year we saw stocks continue the upward trend that started in 2019. Then, the bottom fell out. From February 20th through March 23rd, the S&P 500 declined by 34%,...
Happy New Year! By any measure, 2019 was a remarkable year for investors—and who could have guessed? Stocks went on sale in the fourth quarter of 2018, dropping by 20%, and many were predicting the decline would continue through...
Global stocks markets posted mixed results in the third quarter of 2019, continuing the bumpy ride from the second quarter. A positive July turned into a tumultuous August before rallying to near all-time highs in by the middle of...
Market Update: Second Quarter 2019 After a rollercoaster second quarter, stocks ended the first half of the year on a positive note. The quarter began with stock prices continuing to recover from the brutal final month of 2018....
Market Update: First Quarter 2019 It seems like just yesterday that stock markets across the globe were in freefall, with the Dow Jones Industrial Average falling 500+ points a day for what felt like days on end. The...
Market Update: Third Quarter 2018 The third quarter delivered the best quarterly US stock market performance in years, underpinned by solid corporate earnings growth, increased investor confidence, and a booming economy. There was also progress in what so...
Market Update: Second Quarter 2018 After a rowdy first three months, the second quarter brought a little more calm to the markets. While US equities posted negative returns in the first quarter, they recovered in the second quarter...
The first quarter of 2018 was a friendly reminder that stocks can, and do, go down from time to time. For the first time in nine quarters, the U.S. financial markets delivered a negative overall return. The year started...
Market Update – 4th Quarter 2017 2017 was quite a remarkable year for stocks! Nearly every corner of the globe experienced strong positive stock returns – large companies, small companies, international developed, emerging markets, and the list goes on....
Investment Market Update: Q3 2017 If you would have told us in June that after all of the headline-grabbing events over the last three months—failure to pass healthcare reform, hurricane after hurricane after hurricane, saber-rattling by the North Korean dictator...