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Market Commentary ~ January 2019

From Progress to Panic A “recession scare” swept through global stock markets in December, wiping out eleven months of moderate progress. Major indexes finished with negative performance, the most disappointing year for stock investors since 2008. Bonds posted break-even returns…

Four Principles for Fixed-Income Investing in a Changing Market

“Fixed income” is investment-speak for bonds and bond-like investments. These are income producing vehicles that tend to have a fixed maturity date when the investor receives his or her principle investment back. They tend to be viewed as the conservative…

Market Commentary ~ October 2018

Continuing Progress U.S. equity markets rose since our July report, buoyed by ongoing economic expansion and strong corporate profit growth. Foreign stock markets were disappointing, reflecting less vigorous economic conditions abroad and uncertainty about U.S. trade policy. With interest rates…

What the ‘Investing in Opportunity Act’ means for investors

The U.S. Economy has made significant progress since the financial crisis. The unemployment rate is now down to 3.9% and GDP has been growing steadily. Despite all the progress we've seen, the recovery hasn’t reached as many regions of the…

Market Commentary ~ July 2018

Halftime Numbers As we write in early July, major U.S equity benchmarks are 5 – 8% below record highs from January and many foreign markets are in “correction” territory. This weakness reflects concern about U.S. trade policy, higher interest rates,…

Market Commentary ~ April 2018

From Tranquil to Turbulent After steadily rising for more than fourteen months, the U.S. stock market experienced a reversal amid much higher volatility during the first quarter of 2018. As we write in early April, many equity benchmarks are 7-10%…