Quarterly Commentary, Q4 2018
Global equity markets were negative across the board for the fourth quarter, with US Small Cap (as measured by the Russell 2000) being the worst performing equity asset class, at -20.20%.
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.
Volatility: Welcome Back to Normal
So that’s what market volatility feels like! It has been a while since we’ve had dramatic swings in stock markets across the globe. But these past few months have been a reminder of how volatile markets can be.
Recent Market Volatility
After a long period of relative calm in the markets, the increase in stock market volatility in recent days has renewed anxiety for many investors.
4 Tips for Investing After an Election Season
Presidential elections bring heated emotions from both sides, especially when it comes to protecting your financial investments. As humans, we’re often driven by these strong feelings, but it may come as a surprise that they usually don’t have a large impact on financial markets.
Quarterly Commentary, Q2 2016
The US economy showed signs of regaining momentum during the second quarter. GDP had a noticeable step-up with a Fed estimate of 2.6% growth annualized.
A Rocky Start to 2016: The Key to Success is (still) Preparation
Equity markets have once again turned down this morning after yesterday’s rebound. For global stock market investors, the news in 2016 has been marked by...
Quarterly Commentary, Q4 2015
After almost 10 years of near-zero interest rates, the Fed finally made its long awaited move to raise interest rates. An increase of .25% is a modest takeoff, but shows a...
Quarterly Commentary, Q3 2015
Despite being plagued with uncertainty and market volatility, the third quarter provided moderate economic growth in retail consumer spending and housing, and an increase in the Consumer Confidence Index. The US labor market had mixed results with the unemployment rate...
Market Jitters
We've all seen the headlines declaring that "markets are in a free-fall". Maintaining your discipline during times of volatility is critical to investment success.