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 Global markets were relatively calm for most of the quarter until June, when unexpected news from Europe shocked investors around the globe. Upending most forecasts and taking world financial markets by surprise, the United Kingdom voted toREAD MORE

Quarter in Review The volatile markets during the first quarter presented our portfolios with a real-world stress-test. Late December weakness became a rout in January, causing the worst start to a year in Wall Street history. Major equity markets droppedREAD MORE

As we look back on the financial markets in 2015, what really stands out is how poor returns were across the globe and across asset classes (stocks, bonds, commodities, etc.). Among the major global stock markets, the United States wasREAD MORE

If there is one theme from the past three months, it is that volatility has returned. At the beginning of the quarter, investors were actively discussing the possibility of Greece leaving the Euro currency (a “Grexit”) and markets were convincedREAD MORE

As the quarter drew to a close, all eyes were being drawn to Greece in echoes of 2011. Greece made headlines for its June 30 default on a debt payment to the International Monetary Fund (IMF) amidst increasingly fraught negotiationsREAD MORE

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