Q2 2019 Market Review

U.S. equity markets rose 4.1% (Russell 3000) in the second quarter as the Federal Reserve reversed their outlook from multiple rate hikes in 2019 to likely cutting rates. International equities rallied as well, posting a 3.0% gain over the quarter (MSCI ACWI ex U.S.). The U.S. fixed income market was up 3.1% for the quarter (Bloomberg Barclays Aggregate) as interest rates declined. Additionally, the yield … Continue reading Q2 2019 Market Review

Q1 2019 Market Review

U.S. equity markets rebounded sharply up 14% (Russell 3000) in the first quarter on progress with China trade talks and more dovish comments from the Federal Reserve. International equities rallied as well, posting a 10.3% gain over the quarter (MSCI ACWI ex U.S.). The U.S. fixed income market was up 2.9% for the quarter (Bloomberg Barclays Aggregate) as interest rates declined. Additionally, the yield curve … Continue reading Q1 2019 Market Review

Q3 Market Review

U.S. equity markets advanced 7.1% (Russell 3000) on solid earnings, economic growth and a tightening labor market. With continuing trade tensions, international equities increased at a slower pace than domestic equities, posting a 0.7% gain over the quarter (MSCI ACWI ex U.S.). The U.S. fixed income market was flat for the quarter (Bloomberg Barclays Aggregate) as interest rates increased modestly. Additionally, the yield curve continued to … Continue reading Q3 Market Review

Q2 2018 Market Review

U.S. equity markets advanced 3.9% (Russell 3000) on solid earnings, economic growth and a tightening labor market. International equities underperformed domestic equities with a 2.6% loss over the quarter (MSCI ACWI ex U.S.) on trade tensions, moderating growth and a stronger dollar. The U.S. fixed income market posted a 0.2% loss (Barclays Aggregate) as interest rates increased modestly. Additionally, the yield curve continued to flatten … Continue reading Q2 2018 Market Review

Q1 2018 Market Review

After an abnormally serene market environment in 2017, volatility returned in the first quarter of 2018. Markets experienced a 10 percent equity correction off the late January highs, yet finished the quarter down a modest 0.6 percent (Russell 3000). Volatility was sparked by fears of increased inflation and potential trade wars. International equities declined slightly more over the quarter with a 1.4 percent loss (MSCI … Continue reading Q1 2018 Market Review

Stock Markets Just Started Looking Normal Again. Is that a Good Thing?

The last few weeks proved that stock market volatility really never went away, even if it was forgotten.  With the S&P 500 dropping more than 7 percent at in the first week of February¹, it is important to remember that these types of events occur in the stock markets annually, if not even more frequently. We believe any loss by investors over this period is … Continue reading Stock Markets Just Started Looking Normal Again. Is that a Good Thing?

Q4 2017 Market Review

Equity markets continued their rally and reached new highs during the fourth quarter. U.S. equities posted a positive 6.3 percent return for the fourth quarter (Russell 3000). Equity returns were fueled by accelerating global growth, continued low interest rates and inflation, and the tax reform bill that passed late in the quarter. After outperforming domestic equities for most of 2017, international equities advanced at a … Continue reading Q4 2017 Market Review

Bear Markets, Bull Markets, Wall Street, Stock Market

Staying the Course in Times of Market Volatility

Turmoil on Wall Street OFTEN LEAVES markets in a state of crisis, as was reflected by the Dow Jones Industrial Average’s biggest point drop in history on September 29, 2008, a date that is etched into history as one of the largest market drops ever. As uncertainty, and the fear that follows, makes their way into the marketplace the results can lead to strong, quick … Continue reading Staying the Course in Times of Market Volatility