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 remained subdued amid historically low interest rates. Source: Interactive Data…

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 was also compromised by less measurable factors. For instance, recent political developments confirmed…

Clients and Friends, As we write on Monday morning, U.S. and foreign equity markets are selling off again, adding to declines sustained last week. At times like this, we feel it is very important for Bartlett to share helpful perspective and analysis. Our goal is to provide insight to keep you focused on long-term investment and…

2015 First Half Review The S&P 500 Index began the year at 2,059 and was 2,063 at the close on June 30. Meanwhile, the 10-year U.S. Treasury yield started at 2.17% and ended at 2.35%. One might think it was an uneventful first half for stocks and bonds. Actually, there was no shortage of turbulence….

Up and Down A recent Google search on “stock market correction in 2015” yielded 20,900,000 results in just 1⁄3 of a second! Though widely anticipated, such a setback did not occur in the first quarter. Nevertheless, it was a period of heightened volatility. The S&P 500 Index was almost unchanged for the period, but there…