2017 Market Outlook: Ready or Not?
February 13, 2017
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Market Commentary ~ December 2016
January 13, 2017
From Scary to Satisfying
We reflect on 2016 with gratitude for good stock market performance and an economy that improved steadily after a poor first quarter. This progress defied so many skeptics. However, it’s also important to remember the start of the year. At the low on February 11,...
Market Commentary ~ September 2016
October 11, 2016
Defying the Skeptics
U.S. and foreign equity markets performed well during the third quarter. Stocks were buoyed by modest economic growth, tame inflation, and low long-term interest rates. Bonds also delivered positive returns. This progress put major investment benchmarks in positive...
Market Commentary ~ July 2016
October 10, 2016
1st Half Review
Julian Fellowes, mastermind of the hit series Downton Abbey, could not have written a more compelling script for financial markets in the first half of 2016. Investors watched episodes of panic and anxiety, scenes of disorder and...
Bartlett's BREXIT Commentary
June 27, 2016
Bartlett on BREXIT ~ June 27, 2016
The United Kingdom last Thursday voted to leave the European Union. British Prime Minister David Cameron, who instigated the referendum as an election pledge and campaigned vigorously for remaining in the EU, resigned on...
Market Commentary ~ March 2016
April 13, 2016
Defying the Skeptics
“Facts are stubborn things; and whatever may be our wishes, our inclinations, or the dictates of our passion, they cannot alter the state of facts and evidence.”
A Message from Kelley Downing, President & CEO
January 19, 2016
We’re hearing that question more often these days. It would be surprising if we weren’t. After all, the U.S. stock market is 8% lower since year-end, and there have been more harrowing setbacks in foreign markets. In two weeks we have had enough turbulence for a whole year,...
Market Commentary ~ December 2015
January 14, 2016
2015 in Review
The Dow Jones Industrial Average began the year at 17,823 and ended at 17,425, this venerable index of thirty blue-chip companies showing the stagnation in U.S. equity markets. Broader U.S. and foreign equity benchmarks had similarly weak performance. Bond and cash returns...
Market Commentary ~ September 2015
October 14, 2015
Stocks in Reverse
Equity markets soured in the third quarter with declines in all categories. Falling stock prices paralleled a downward reassessment of the global economic outlook amid lackluster growth, minimal inflation, and a chaotic selloff in China’s stock market. Investor sentiment...