Quarterly Market Summary and Outlook – October 2018

Strong Economic Fundamentals Drives Shares to New Highs October has a ghoulish reputation. Maybe it’s the October 1929 market crash or the one-day decline in October 1987 that exceeded 20%. Using data from the St. Louis Federal Reserve that goes back nearly 50 years,...

Quarterly Market Summary and Outlook – July 2018

Nine Years Old The economic recovery began in July 2009 – that according to the National Bureau of Economic Research, the official arbiter of recessions and economic expansions. A quick review of the math and it means the current expansion just turned nine years old,...

Financial Market Summary and Outlook January 2018

2017 will go down in the record books as a “bull market” year. The bulls took charge the day after election day, keeping the bears on the defensive throughout 2017. After a prolonged period of sluggish growth, 2017 was marked by synchronized global expansion across...

2017 Quarterly Market Summary and Outlook

Climbing a Wall of Worries to New Highs Synchronized global growth, which began earlier this year, carried into the third quarter. Despite the devastating effects of hurricanes Harvey and Irma, the U.S. economy remained near full employment and earnings growth was...
Quarterly Market Summary and Outlook  July 2017

Quarterly Market Summary and Outlook July 2017

Synchronized global expansion was evident during the second quarter with markets across the globe experiencing positive economic growth. The rising tide lifted nearly all boats in the First half of 2017. According to Morningstar, most popular fund types rose in Q2,...

2017 Financial Market Summary and Outlook

Political Uncertaintyas Viewed Through anInvestment Lens The first quarter saw steady gains throughout January and February and then a bit of a slowdown in March. The overriding theme that has engulfed markets since November, particularly stocks, has been Donald Trump...