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) … 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 … 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 … 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. … Continue reading Stock Markets Just Started Looking Normal Again. Is that a Good Thing?