skip to Main Content

Quarterly Perspective for Q1 2019

Summary Stocks rebounded sharply in the first quarter as investors reacted favorably to the Federal Reserve’s change of heart on interest rates.  When Fed chairman Jerome Powell said back in early January that the rate hiking cycle was over and…

Read More

Market Perspective for March 3rd, 2017

So far this has been a great year for investors.  The US stock market was up 5.6% year-to-date through February and overseas markets are up 4.1%.[1]  Bonds, as measured by the Barclay’s Aggregate Bond Index, are only up about three-quarters…

Read More

Market Perspective for November 10th, 2016

The Election We knew this election would be a binary event – a decision in which there are two possible outcomes, and the difference would be huge.  The pre-election polls suggested that Hillary Clinton would win, therefore things would not…

Read More

Market Perspective for 10/9/16

Friday’s Unemployment Report No surprises either way.  Very little impact on the market’s narrow belief in a December hike.  Doesn’t give either candidate an advantage going into the final month. Thoughts on the Market The U.S. stock market has mostly…

Read More

Market Perspective for 8/23/16

1) Investors have seen new highs from all of the major indices in August, but through last Friday the S&P 500 stands less than 0.5% above its July 31st close.[1]  The real action has been overseas.  Emerging markets are up…

Read More