3Q17 Quarterly Market Perspective
Summary The stock rally continued into summer as the S&P 500 tacked on 4.48% in the third quarter.[1] That brings the year-to-date gain to just over 14%. There is an…
Market Perspective for 10/6/17
Liquidity and the Fed Balance Sheet Over the last several years, advisers have been subjected to article after article saying the market is expensive and therefore stocks should be…
A Three Scenario Market
It has been a while since we sent out an update because from an investment standpoint, not much has changed. There continues to be basically three scenarios for the market,…
Trademark Quarterly Perspective
Summary U.S. stocks rose for the seventh consecutive quarter. The S&P 500 stock index added another 3.09%, bringing its year-to-date gain up to 9.34%. Mid and small cap stocks lagged…
Market Perspective for June 26th, 2017
Summary Technology stocks have done very well this year but have run into some resistance. After flirting with Energy and Financial Services, the market has settled on Health Care/Biotechnology as…