Market Commentary

Emerging Markets Struggling, But Improving

Emerging markets stocks are in the red this year due to fears of the spreading coronavirus and geopolitical instability. The Chinese stock market, at the epicenter of the public health crisis, and emerging markets more broadly, have taken the brunt of the hit. Continue reading

January 31, 2020 Weekly Market Recap

This update is a little behind – my apologies! The S&P 500 limped into the close last Friday as fears of a global contagion reverberated through financial markets and rekindled worries of a potential worldwide recession resulting in the worst week for the S&P in six months. Continue reading

Coronavirus And Other Headlines

Global headlines have rattled markets over the last week. As of Monday’s open, U.S. markets had pulled back about 2.5% (the market did rebound today, however) from recent peaks while interest rates had declined by about one-third of a percent from the start of the year. Continue reading

January 24, 2020 Weekly Market Recap

Stocks struggled to fend off coronavirus headlines and overvaluation talk during this holiday-shortened trading week. The S&P 500 (-1.0%), Dow Jones Industrial Average (-1.2%), and Nasdaq Composite (-0.8%) set new highs mid-week but were hit with noticeable losses on Friday. The Russell 2000 continued to underperform with a 2.2% weekly decline. Continue reading

4th Quarter 2019 Market Review

This report features world capital market performance and a timeline of events for the 4th Quarter 2019. It begins with a global overview, then reports the returns of stock and bond asset classes in the US and international markets. We hope you find it helpful and informative. Continue reading

What a Slowdown in Manufacturing Means

A few weeks into 2020 and stock market volatility and global uncertainty have picked up steam. Geopolitical tensions with Iran are yet another source of investor concern, especially in the short run. This is nothing new of course – it just may feel especially pronounced to investors after the relative calm of the last several months. Continue reading

January 17, 2020 Weekly Market Recap

The stock market plowed to new records this week, as earnings reports, economic data, trade news, and the bullish price action continued to bolster risk sentiment. The S&P 500 (+2.0%), Nasdaq Composite (+2.3%), and Russell 2000 (+2.5%) rose at least 2.0%, and the Dow Jones Industrial Average (+1.8%) followed right behind. Continue reading

A Decade in Review

Imagine it is early January 2010 and you are reading a review of the financial markets. Investors have been on a roller coaster over the past three years, living through the stress of the global financial crisis and market downturn of 2008 – 2009, then experiencing the recovery that began in March 2009 and is still going strong. Continue reading

January 10, 2020 Weekly Market Recap

Stock market returns to winning ways as geopolitical tensions subside. The large-cap indices hit new record highs this week, as tensions in the Middle East were de-escalated and technology stocks continued to outperform. Continue reading

Congress Passes SECURE Act

Congress recently passed the Setting Every Community Up for Retirement Enhancement, or SECURE Act. The bill marks some of the most significant changes to retirement policy in more than a decade. Continue reading