Market Commentary

Tariffs, tariffs, and tariffs

The return of market volatility is déjà vu all over again. Recent swings in global stocks and bonds are the result of escalating trade tensions and fears of an economic slowdown. What has changed in recent weeks? Continue reading

May 31, 2019 Weekly Market Recap

The S&P 500 lost 2.6% this week and 6.6% this month, registering its first monthly decline in 2019. Lingering U.S. – China trade tensions and a surprise 5% tariff rate on Mexico contributed to broad-based efforts to de-risk and seek safety in U.S. Treasuries. Continue reading

May 24, 2019 Weekly Market Recap

The S&P 500 lost 1.2% this week, as trade and growth concerns sent investors fleeing from cyclical assets and seeking shelter in U.S. Treasuries and low-beta stocks. Continue reading

May 17, 2019 Weekly Market Recap

The S&P 500 lost 0.8% this week, as trade tensions escalated between the U.S. and China. The benchmark index was on pace for a relatively flat week despite the negative developments, until news on Friday that talks have stalled sent stocks lower. Continue reading

Be Greedy When Others Are Fearful

It got pretty ugly on Wall Street today, with the Dow Jones dropping 617 points (-2.38%). The U.S. and China exchanged fresh threats in a trade war that many fear will continue to escalate. Only time will tell, but it’s likely a deal will be reached eventually. Continue reading

What We Can Learn From This Market Recovery

Last week, the S&P 500 hit new record highs, fully recovering from last year’s market pullback. This market rebound took four months which, coincidentally, is exactly the historical average for bounce-backs after market corrections. This occurred despite the fact that the market decline nearly reached bear market levels. Continue reading

April 26, 2019 Weekly Market Recap

The S&P 500 (+1.2%) and Nasdaq Composite (+1.9%) each posted solid gains this week while setting new closing highs in the process. Strength in the U.S. economy and solid earnings reports from mega-cap companies contributed to the week’s upside bias. Continue reading

1st Quarter 2019 Newsletter

Below please find our 1st Quarter 2019 Newsletter. Enclosed you’ll find articles on the state of the markets, financial planning, and investing. Continue reading

1st Quarter 2019 Market Review

This report features world capital market performance and a timeline of events for the 1st 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. Continue reading

April 12, 2019 Weekly Market Recap

The S&P 500 increased 0.5% this week, as a strong earnings report from JPMorgan Chase (JPM) and a positive response to Walt Disney’s (DIS) upcoming new streaming service helped the broader market overcome weakness from the health care stocks. Continue reading