Quarterly Market Review

The main theme in the second quarter could best be described by the three T’s: trade, tariffs, and tweets. Although not as severe...

It was a tumultuous start to the year, as volatility increased from the historically low levels experienced in 2016 and 2017. Stocks started...

What a year 2017 ended up being for investors. In the past week several investment strategists have stated 2017 might go down in...

“October: This is one of the peculiarly dangerous months to speculate in stocks. The other are July, January, September, April, November, May, March,...

The second quarter of the year continued the first quarter’s impressive run, with the S&P 500, Dow Jones, and Nasdaq reaching all-time highs....

The first quarter of the year continued the momentum the equity markets experienced toward the end of 2016 following the presidential election. The...

What a difference an election can make.  Following an especially contentious election cycle, US equity markets rose on the promise of pro-business rhetoric...

Global equities generated a mid-single digit return in the third quarter, with developed international equities outperforming domestic stocks, and small capitalization stocks outperforming...

What had been shaping up to be a fairly uneventful second quarter for financial markets turned anything but over the final two weeks...

Global equity markets staged an impressive rally in March rebounding from their February lows.  Stabilizing energy prices, an aggressive European Central Bank (ECB)...