Market Review Much to the surprise of all, the markets set lofty new highs in 2019. As we entered 2019, analysts and commentators had a consensus that the economy was slowing even further and showing signs of a coming recession....
Market Review The third quarter was entirely driven by three main factors: interest rates, Brexit, and trade. The Federal Reserve cut rates twice during the quarter, July and September. While the rate cut had its intended effect of driving up...
Another Quarter, Another All Time High In June, both the Dow and S&P 500 reached new highs and marked the strongest June since 1938 and 1955, respectively. The Dow ended the quarter up 4.2% and the S&P 500 was up...
Market Review What a difference three month makes. The headlines have completely flipped from the doom and gloom of Q4 to “Best Three-Month Start Since 1998” and “Best Quarter Since Q2 2009.” For the quarter, the S&P 500 ended up...
Market Recap The week before Christmas was the worst week in a decade with the S&P 500 dropping almost 9% in one week. In addition, the shortened trading day on December 24th was coined with the worst Christmas Eve trading...
Market Review My grandfather would always say that “a surprise is the result of one’s poor planning.” To some, this past quarter the market had its fair share of surprises. However, looking back at the headlines over the past several...
Market Review Don’t look now but we’ve officially made it halfway through 2018! The year started off with strong upside momentum, but quickly became rather volatile post the State of the Union address. Stocks sold off in a big way,...
How We Got Here The end of March brought the end of the first quarter of 2018 and along with that, a whole lot of nothing from the markets. The market run up in January was led by the “melt...
Going, Going Gone! Here we are at the start of yet another new year, 2018. It’s a bit hard to believe 2017 is now over, but as such, we like to take a look at how we got here as...
Market Review For the quarter, global markets continued to appreciate, US stocks, as measured by the S&P 500, were up 4.5%. The international markets did even better, the MSCI EAFE was up another 5.4% during the same period. Another quarter...
Up, Up and Away Another quarter and another new high. Even though the markets were relatively muted in June, the markets as measured by the Dow, S&P 500, and NASDAQ all ended at new highs. Year to date, the indices...
The First Seventy Days During the first seventy days of the Trump administration, the President took aim at several initiatives with little success. The executive order on immigration and healthcare legislation were both unsuccessful, and Wall Street is taking notice....
Dow 20,000 and Beyond Happy New Year to you all and good riddance 2016! What a tumultuous year it was for the markets.Who would have thought the US markets would have finished the year with double-digit returns. If you recall,...
It’s Off to Neverland We are now almost a year into the rate hike started by the Fed last December and rates, surprisingly, have dropped. The 10-year Treasury was at roughly 2.24% and now sits at 1.55% and mortgage rates...
The Brexit is Coming, the Brexit is Coming… June 23rd, 2016 will be a day that lives in infamy, at least for the members of the European Union (EU). News of the Brexit, the United Kingdom’s vote to exit the...
