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Market Commentary

Market Commentary, Q217

Posted on August 1, 2017April 23, 2020

As we move into the second half of 2017 and reflect on the first two quarters of the year, we continue to see a synchronized […]

Market Commentary

Market Commentary, Q117

Posted on June 22, 2017April 23, 2020

Global Markets continued their march higher in Q1 of 2017, overshadowing the daily political headlines of the new U.S. administration, and populism concerns in European […]

Market Commentary

Market Commentary, Q416 and 2017 Outlook

Posted on February 1, 2017April 23, 2020

2016 ended on a high note despite a tumultuous start to the year and a few shocks along the way. Throughout the first half of […]

Market Commentary

Market Commentary, Q316

Posted on November 1, 2016April 23, 2020

Global stock and bond markets had a rocky start to the 3rd quarter following BREXIT (England’s vote to leave the European Union). Despite initial volatility, […]

Market Commentary

Market Commentary, Q216

Posted on July 30, 2016April 23, 2020

Returns for U.S. stocks and bonds ended positive for the second quarter ending June 30, 2016. International and emerging market stocks ended slightly negative. The […]

Current Events

The Impact of the Brexit

Posted on June 28, 2016April 23, 2020

What We Know As seen in the news, the citizens of Britain (a country of 53MM representing 7% of the global GDP) voted to leave […]

Market Commentary

Market Commentary, Q116

Posted on April 22, 2016April 23, 2020

Q1 2016 ended slightly positive from where it started. If you weren’t paying attention though, the accumulated returns were not a smooth sideways line to […]

Uncategorized

Invigorate Your Financial Habits With New Ideas

Posted on January 22, 2016April 23, 2020

Organizing your financial life should be at the top of your new year goals. Here are some easy tips and ideas to help you get […]

Market Commentary

Market Commentary, Q415

Posted on January 16, 2016April 23, 2020

For the last 3 months of the year, markets were positive with the exception of commodities. Yet, as you can see below, the increase was […]

Market Commentary

Market Commentary Q3 2015

Posted on October 27, 2015October 27, 2015

The third quarter 2015, for most investment asset classes ended with negative returns. The S&P 500 lost 6.4% total return for the quarter, and based […]

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