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Quarterly Investment Reviews

We look back over the market in 3-month sections, and give you some insights that may be helpful. After all, the more informed you are, the easier it will be to achieve the best possible outcome for your situation.

Quarter In Review After logging strong returns in 2017, global equity markets turned negative in 2018. Investors had a lot to digest as headlines throughout 2018 included conflicting reports on slowing global economic growth, record U.S. corporate earnings, record lowREAD MORE

Quarter In Review If we’ve learned nothing in the past nine months, it’s that fiscal stimulus (cutting taxes and increasing government spending) is a very effective driver of economic activity. The government’s first estimate of Gross Domestic Product (GDP) growthREAD MORE

Quarter In Review Markets rebounded somewhat from the 10% correction during the first quarter but gains have come in fits and starts during the second quarter of 2018. Investor angst over trade has grown as tit-for-tat tariff threats have roiledREAD MORE

Quarter In Review After almost 17 months of remarkably low volatility, downside risk returned with a vengeance in February. The S&P 500 peaked on January 26th following 508 days without a drop of 2% or more. The index sold offREAD MORE

Quarter In Review The U.S. market finished the year with impressive gains. The S&P 500 rallied decisively in the fourth quarter as the U.S. Congress debated and ultimately passed a tax reform package. Smaller U.S. companies did well during theREAD MORE