Category Archive

The year 2016 has been a very interesting year on the economic front.  (Not to mention, on the political front.)  It began with a steep double-digit plunge in stock markets in January and into February and ended with a six-week market rally following the election. Equities Overall, global stocks performed reasonably well. U.S. stocks again took the lead, with larger-cap …

  Dear Clients, Friends and Associates; Though September was a little slow, we did end up with a decent quarter for growth.  Most of the domestic stock indexes were up over 4%.  International stock indexes were typically up over 6% and emerging markets indexes were up over 8%.  Total bond indexes were basically flat to slightly negative.  Yield on the …

  As *Jeremy Siegel says, “There is no way to sugarcoat the beginning of this year”.   As you may be aware from all the headlines, the major culprits for some time, have been the economic conditions in China, along with the unprecedented drop in oil prices.  Bejing continues to be overly active in efforts to control their economic conditions from …

Second Quarter Performance As the quarter ended, Greece and China were making all the headlines.  Greece for their June 30th default on a debt payment to the International Monetary Fund and China for their very sharp short-term stock market decline and surprise interest rate cut.  And oh yea – Puerto Rico announced it would be unable to fully repay its …

Economic Update Dear Clients, Associates, and Friends, This past quarter was one of those periods when it seemed the domestic markets could not make a decision to which way to go – lots of volatility, yet ended up basically flat for the quarter as measured by the S&P 500 index. Though the European markets were negative last year, they gained …

Economic Update Dear Clients, Associates, and Friends, What Happened Last Year? Last year was another good year for some domestic stocks. The S&P 500 reported a gain of over 13%, which sounds great on the surface. However these gains were mostly driven by a narrow cross section of the market – basically just the largest companies. This left most professional …

Economic Update Dear Clients, Alliances and Friends, Many of you have been wondering what has been going on this past week causing the increased volatility we have seen in the market. Let us give you a peek at what we and our trusted analysts see at this point. Last quarter numbers The S&P 500 Index was +1.1%, but smaller company …