An Update on Recent Market Activity

An Update on Recent Market Activity

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...
An Update on Recent Market Activity

Market Commentary: Outlook and Review

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...
An Update on Recent Market Activity

Market Note: Global Equity Markets

February 6, 2018. By John Wolfsberg: The global equity markets came under renewed pressure on Monday, with the S&P 500 Index down over 4% for the day in a continuation of last week’s selloff. The decline in equities did not appear to be driven by any specific...
An Update on Recent Market Activity

No September Blues for Small Cap Stocks

October 12, 2017. By Mark Barry: Small cap stocks have been on a roll lately, with the Russell 2000 Index hitting several new all-time highs. For the month of September, the Russell 2000 Index (IWM) was up 6.2%, compared to a 2.1% gain for the S&P 500 Index (IVV)....
An Update on Recent Market Activity

Intelligent Index, Fourth Quarter 2016

January 17, 2016. By Richard Greene and Mark Barry: In what can best be described as the year of the improbable, equity markets ended the fourth quarter and 2016 in record high territories and registered strong returns across almost all equity sectors.  The fact that...