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Wednesday, August 23, 2017

U.S. markets continue to push higher in July as investors gear up for second quarter earnings releases. The Dow Jones Industrial Average rose 2.7%, the S&P 500 rose 2.1%, and the NASDAQ Composite rose 3.4%.


Wednesday, July 19, 2017

In the 2nd quarter, domestic equities were outpaced by performance overseas as global economies return to growth. The US however still leads the recovery from the recession as the Fed looks to contract its balance sheet over the next year.


Tuesday, June 13, 2017

Despite the headlines announcing frequent “new highs”, May's market returns were mixed.. The S&P 500 gained but the S&P Mid Cap 400 lost -0.64% and the Small Cap Russell 2000 sank -2.16%


Monday, May 15, 2017

A sharp rally at the end of the month brought both the Nasdaq Composite and small-cap Russell 2000 indexes to record highs, with the Nasdaq breaking through the 6,000 threshold for the first time. It’s been more than 17 years...


Saturday, April 15, 2017

Most of the major U.S. indexes showed solid gains for the first quarter. The Nasdaq Composite led the way by rising 9.8%. By market cap, stocks with large capitalizations performed the best. The large cap S&P 500 and Dow Jones...


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Wednesday, March 15, 2017

Equity markets continued to run up in February in anticipation of a friendlier regulatory environment. The Dow traded close to the 20k mark for several weeks until breaking into new all-time highs above 21k after President...


Wednesday, February 15, 2017

Economic data were widely positive through January, while growth for the fourth quarter of 2016 disappointed. The Federal Reserve stayed put after raising rates in December, waiting on developments on the fiscal side to determine their...


Sunday, January 15, 2017

The year showed the futility of predictions – particularly in investing and politics. While markets ended the year positively, it obscures the heightened volatility experienced the last 12 months. From February’s...


Wednesday, December 14, 2016

The month of November was great for the U.S. and not so great for the rest of the world. In the U.S., SmallCaps ripped higher with a +10.99% gain, MidCaps followed at +7.82%, the LargeCap S&P 500 at +3.42%, and the NASDAQ Composite...


Tuesday, November 15, 2016

After what might go down as the most divisive presidential election in recent history, we finally have a President-elect. Based on the popular vote nationwide, roughly half of those reading this piece are very distressed with the...


Saturday, October 15, 2016

The month of September saw modest moves among U.S. stock indexes. The Dow Industrials, the Large Cap S&P 500, and the Mid Cap S&P 400 were all down less than -1% for the month (-0.50%, -0,12%, and -0.80% respectively).


Sunday, September 18, 2016

The month of August was uneventful in the securities markets, with few markets moving more than 1% from the flatline.


Thursday, August 18, 2016

July was a very good month for all major markets domestic and foreign. Oil was among the very few minuses, losing -14.38% for the month.


Tuesday, July 19, 2016

The S&P 500 and Dow Jones Industrial ended the month at +0.09% and +0.80% respectively. The shiniest return for June was in Gold, which gained +8.47%.


Tuesday, June 14, 2016

The month of May was positive for U.S. market indices, and not so much elsewhere. In the U.S., the SmallCap and MidCap indices both gained more than +2% for May, while the S&P 500 rose +1.53%.


Friday, May 13, 2016

The month of April was positive for most equity markets. The LargeCap S&P 500 gained a modest +0.27%, while MidCaps and SmallCaps outperformed at +1.14% and +1.51% respectively.


Wednesday, March 16, 2016

To say 2016 has been an interesting year in the financial markets would be an understatement, however, economic indicators were generally stronger through February, allowing markets to breathe a sigh of relief as the economy stabilizes.


Wednesday, February 17, 2016

Equities and high yield markets declined in January as sentiment turned largely negative. Reasons for the volatility are unchanged from the 2nd half of 2015: Chinese growth concerns, weak oil prices and divergent global monetary policy.


Thursday, February 4, 2016

Markets were on a roller coaster ride for 2015 but in the end equity markets ended the year basically where they began. We're still very early in the year, but it remains to be seen if the volatility will continue through 2016.


Monday, January 25, 2016

A continued drop in oil prices and growing concerns over an economic slowdown in China have led to increased market volatility over the first few weeks of the new year.


Friday, December 11, 2015

For November, U.S. equity markets were barely positive and it’s expected that the rest of the year will remain volatile, particularly as we near the Fed’s first increase in the official short-term interest rate in nearly a decade.


Wednesday, November 11, 2015

US equities have rallied, inspired by action from global central banks & signs that global growth is picking up. But with negative Q3 corporate earnings & a sluggish manufacturing sector, it remains to be seen if the recovery will continue.


Wednesday, October 21, 2015

Markets generally trended up through the first half of September. However, following the Federal Reserve’s decision to maintain low interest rates, volatility returned and losses were booked in every asset class...


Tuesday, September 15, 2015

Market volatility soared as stocks were unsettled by uncertainty over China’s economy. The Dow travelled almost 1,300 points from peak to trough and the S&P 500 declined over 6%, its worst monthly tumble in more than 3 years.


Friday, August 14, 2015

The month of July was positive for most US indices as well as Developed International, however, Emerging Markets struggled under the weight of slowing growth in China.


Wednesday, July 29, 2015

Summer is supposed to be a time of slow trading, light news, and an opportunity for vacations. But the past several months have been anything but slow and markets ended the second quarter not too far away from where they began the year.


Thursday, June 18, 2015

Overall markets were positive for the month of May, but it was a bumpy ride. The Dow and S&P advanced by +1.0%, Developed International was just barely positive at +0.2% and Emerging Markets plunged -4.1%.


Monday, May 18, 2015

U.S. large companies were positive for April, while small companies sold off. International developed and emerging market companies added to gains for the year and built on their year to date lead. .


Wednesday, April 22, 2015

The U.S. economic expansion appears to have slowed somewhat through the first quarter. The question is whether the slowing was primarily the result of transient factors or a sign of trouble in the underlying economy.


Tuesday, March 17, 2015

U.S. markets show flashbacks to 2014 with stocks again near record highs after a dismal January. Utilities was a major detractor with investors fleeing the capital intensive sector on the fear that rising rates would compress profits.


Tuesday, February 10, 2015

U.S. markets had a tumultuous start to 2015 with all major indexes ending in negative territory. However, all was not lost for the month as investors looking for return found it in two defensive sectors - utilities and healthcare.


Friday, January 30, 2015

The market volatility experienced last year perplexed most traditional investors who struggled to keep up with broad market returns. Click to read how the markets ended the year.


Thursday, December 11, 2014

Declining oil prices grabbed most of the headlines, but the month of November was positive for most markets worldwide and the near-correction of mid-October is a distant memory.


Wednesday, November 12, 2014

The stock market finally reached the tipping point, with major averages flirting with correction territory, but gains in the final week of October turned a loser into a winner with the S&P, Dow and Nasdaq all advancing over 2%.


Thursday, October 16, 2014

For the month of September, every index lost with US LargeCaps outperforming all asset classes. The Dow lost just -0.3% and the Nasdaq 100 just -0.8% in September, but it was downhill from there. US MidCaps gave up -4.7% and US...


Wednesday, October 15, 2014

Markets have been down the last few weeks, but only a bit off its all-time highs reached in September. Unfortunately, occasional pullbacks in the market are necessary and typically lead to higher returns over the long term. Please read...


Friday, September 12, 2014

August started out very poorly, with markets retreating rapidly from yearly highs set in late July. But the decline halted abruptly on August 5, and an equally rapid rise took many markets back to recent highs by the end of the month.


Monday, August 18, 2014

July finished with a thud, as most markets gave up their July gains on the last day of the month.


Monday, July 7, 2014

The 2nd Quarter ended strong with the Dow crossing 17,000 for the first time and the S&P less than 15 points from 2,000. Fixed income markets were generally positive as interest rates declined and credit spreads narrowed over the quarter.


Saturday, June 7, 2014

LargeCap Tech rallied from the recent technology pullback and set a 14-year high with the Nasdaq 100 gaining 4.3% in May. Developed international was +1.6% and Emerging Markets lost ground due to Brazil’s setback, but still ended...


Wednesday, May 7, 2014

SmallCaps again underperformed LargeCaps as the rotation from small to large and growth to value continued. In the US, only the LargeCap S&P 500 and DJIA eked out gains for the month, while the SmallCap Russell 2000 fell almost 4%.


Monday, April 7, 2014

Markets ended Q1 on a positive note, but it remains to be seen how well the economy can stand on its own as the Federal Reserve scales back its asset purchase program, stemming the flow of free money that had previously lubricated markets.


Friday, March 7, 2014

Markets remain attractive as new highs are set, however bumps along the way are to be expected; especially given that this is a mid-term election year; which is known for first-half pullbacks.