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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...
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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.
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China's Bear Market

The recent severe volatility in China’s mainland markets has raised questions among many investors about the causes of the market downturn in China and the wider implications for the global economy and markets. The Shanghai Composite Index more than doubled…

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Quarterly Commentary, Q2 2015

The US economy continued its bull-market march in the second quarter of the year, despite a minor GDP contraction of 0.2% annualized. The decline was expected and mostly attributed to west coast port closures, lower fuel prices, and a strong dollar. Inflation remained...
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Quarterly Commentary, Q1 2015

The US economy lost some momentum, posting GDP growth of 2.2% annualized vs. 5.0% during the previous quarter. Despite the slowdown, the current bull market celebrated its sixth birthday, making it the fourth-longest run of the last 80 years. Consumer spending...
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