Quarterly Market Review

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)...

Amidst continuing concerns of slowing economic growth in China, freefalling oil prices, a December Fed rate hike, a surprise cut in interest rates...

“Wealth consists not in having great possessions, but in having few wants.”                  Epictetus After ten consecutive quarters of positive total returns for the...

Global stocks produced mixed returns as signs of improving economic growth were offset by fears of rising interest rates and a worsening debt...

"Vision is the art of seeing what is invisible to others.”                                Jonathan Swift Investing is a global activity. About 50% of the world’s equity market...

The third quarter was not as productive for investors as the year’s first two quarters.  Hope for an improving global economic outlook has...