May 2019 Financial Markets Summary The Columbus Blue Jackets have been the talk of the town with their shocking sweep of the #1 seeded Tampa Bay Lightning and their current 2-1 series lead against the Boston Bruins. However, many experts discarded the Jackets late in the season as they struggled to find their rhythm…
April 2019 Financial Markets Summary The 1st quarter of 2019 ended on a great note with the strongest domestic stock quarterly performance within the past ten years, but this has been a very eventful few months. The S&P 500 almost tipped into bear market territory in the 4th quarter with a 19% decline,…
March 2019 Financial Markets Summary March is the pinnacle of the year for basketball fans with the annual March Madness NCAA Tournament. Brackets are built, buzzer beater shots are made, Cinderella teams advance deep into the tournament and the National Champion is crowned. But how does this relate to investing and capital markets? Each…
February 2019 Financial Markets Summary Wow, what a difference a month can make! The 4th quarter ended on a sour note with domestic stocks down by -14% to -21% and international by -7% to -13%. To put this into historical perspective, the S&P 500 has experienced 16 quarters of double digit losses dating back to…
Here is the link to our 4th Quarter Investment Webcast! The 4th quarter was especially difficult for markets, but we focused the brief discussion on the rationale behind the recent volatility and our outlook for 2019. Please click the link below for our thoughts on these timely topics. Please note, the opening screen shows “There…
January 2019 Financial Markets Summary Now that we have closed the book to 2018, let’s pause to review the year and potential outlook for 2019. The fourth quarter, and especially December, came under real pressure as the Federal Reserve continued increasing interest rates, trade frictions with China escalated and investors focused on global growth concerns. …
December 2018 Financial Markets Summary $1.99, $1.94, $1.98 gasoline prices at the pump! Did we just flashback to the early 2000’s? These low prices are the result of oil’s 33% plummet in just the past two months. Nevertheless, this seems to be a nice early gift for this holiday season! If these low prices persist,…
November 2018 Financial Markets Summary October was a brutal month for markets around the globe with concerns about global growth, escalating trade tensions, rising interest rates and the upcoming mid-term elections. Domestic stocks faced pressure with the S&P 500 down almost -7%, the Dow Jones Industrial Average almost -5% and small cap stocks nearly -11%…
Here is the link to our 3rd Quarter Investment Webcast! This quarterly call started with a review of the asset class returns for the year. We focused most of the discussion on the current spike in volatility and the potential causes for this recent change. We also reviewed the historical relationship between domestic stock markets…
Good evening, I thought we would provide a quick update on today’s market move before heading home for the day. In case you haven’t seen it yet, domestic stock markets were down on average 3-4% today. The media will overemphasize the Dow Jones Industrial Average’s 831 point loss in attempt to play on your emotions,…
October 2018 Financial Markets Summary Falling leaves, pumpkins, mums, harvest, pumpkin spice lattes, apple cider, postseason baseball (not for the Reds), and Big Ten football play are all signs of fall. As the seasons change and the third quarter closes, we pause to review. Domestic stocks rallied with the strongest quarterly return in almost five…
September 2018 Financial Markets Summary We just surpassed a major milestone for the domestic stock market! This current bull market is now the longest in history, depending on who you ask. Bull markets generally occur when the stock market realizes a 20% or more gain without a corresponding 20% loss. Bear markets, on the…
August 2018 Financial Markets Summary One of the most common ways investors differentiate stocks is based on their value or growth characteristics. Value stocks, often times are priced lower than the broader market and pay dividends back to their shareholders. Growth companies, on the other hand, are typically priced much higher, exhibit much higher earnings…
Here is the link to our 2nd Quarter Investment Webcast! This quarterly call started with a review of the asset class returns so far for the year. We also discussed the large disparity between value and growth stock returns in this environment. The majority of the call was focused on the potential impact of the…
July 2018 Financial Markets Summary Once every four years, sports fans around the globe turn their attention to the famous FIFA World Cup. As the teams square off in the elimination rounds held in Russia, we look to this stage to learn a few valuable investment lessons. Surprises – Expect the unexpected. If we back…
