With the current health and economic environments seemingly in a constant state of flux as of late, we thought we would share a helpful market update and excerpt from our recent client notice. Kindly note that the data in this commentary is as of April 30th and...
November 19, 2019. By Mark Barry: The macro picture has become more supportive for US equity markets in recent weeks. Economic data is suggesting continued growth, monetary policy is becoming more accommodative, and rhetoric from the US and China indicates a possible...
May 10, 2019. By J.D. Wolfsberg: We have seen generally upward trending markets thus far year-to-date following the sell-off in the last quarter of 2018, with the S&P 500 (including dividends) up 15.31% so far this year. The Federal Reserve has observed that the...
January 9, 2019. By Mark Barry: Despite strong US economic growth and a favorable environment for corporate America, the majority of asset classes struggled to deliver positive total returns for investors in 2018. While the year started off on the right foot, bearish...
August 23, 2018. By J.D. Wolfsberg: No one can accuse the financial world of being predictable. As the landscape continuously changes, so do the investment vehicles and products offered. Many investors feel they are better off purchasing a fund or ‘basket’ of...
July 25, 2018. By Mark Barry: After a year in which almost all asset classes exhibited solid positive returns, 2018 has been mixed thus far with respect to performance across the financial markets. In the United States stocks are up, with small caps handily outpacing...
