Making Sense of Bitcoin
Bitcoin is now the hot topic of conversation after taking a backseat to GameStop and Reddit a few weeks ago. Bitcoin recently traded higher than $50,000 per coin!
What Happens Next...
As the stock market tumbled 30% in March, investors struggled to find a reason to be optimistic. April brought a recovery from the March lows as domestic small company stocks led the way with their best monthly performance in almost a decade.
Update on COVID-19 and Market Volatility (3‑20‑2020)
Although we are in uncharted waters, remember that we’ve been in unfamiliar territory many times before. Markets have always recovered, and each time they have moved on to all-time highs. We strongly believe this time will be no different.
Update on COVID-19 and Market Volatility (3‑11‑2020)
As a valued client, your peace of mind is of utmost importance to us. With regular updates about COVID-19 in the news and increasing reports of confirmed cases, we want to stay vigilant and proactive in our communications with you.
Recent Market Volatility and the Coronavirus
The coronavirus COVID-19 continues to spread and many people are apprehensive about possible disruptions to consumer spending, supply chains, and manufacturing.
Quarterly Commentary, Q4 2019
As a whole, 2019 was a strong year for risk assets. Domestic equities led the way, with the S&P returning 31.49% for the year.
Quarterly Commentary, Q3 2019
Year to date, global equity market returns remain strong, but returns were mixed for the third quarter.
Quarterly Commentary, Q2 2019
Global equity markets were positive for the second quarter. Domestic equities (as measured by the S&P 500) returned 4.30%, International equities (as measured by the MSCI EAFE Index) returned 3.68%, and Emerging Markets (as measured by the MSCI Emerging Markets Index) returned 0.61%.
Quarterly Commentary, Q1 2019
Global equity markets were positive across the board for the first quarter, with Real Estate Investment Trusts (as measured by the Wilshire REIT Index) being the best performing asset class.
Recent Market Volatility
What should you make of recent ups and downs in the stock market? Here’s helpful context on volatility and expected returns.