3rd Qtr Review Market volatility increased significantly in the 3rd quarter as the news came out about Ebola, European markets slowing, and ISIS becoming a threat in the Middle East. Most major indices were down during the quarter led lower by small caps and...
2nd Qtr Review After an initial scare caused by the Russian and Ukrainian conflict in April, which sent the market down about 4%, stock markets recovered to have a decent quarter. Both stocks and bonds had modest returns for the quarter with Emerging Markets leading...
1st Qtr Review The year started off in the red after such a positive 2013. The combination of investors coming to the realization that the FED stimulus measures are coming to an end and Unrest in Ukraine was enough to reverse some of the gains of 2013. However,...
4th Qtr and 2013 Review The 4th quarter started with the government shutdown and a failed launch of HealthCare.gov. To say Americans were frustrated with Washington would be an understatement. But, in miraculous fashion Democrats and Republicans agreed to a budget...
3rd Quarter Review Coming off poor 2nd quarter performance, stock markets resumed their upward trend in the 3rd quarter. Bond markets have reversed downward trends and started to level off, ending the quarter with a small gain (although they are still down for the...
2nd Quarter Overview The 2nd quarter brought increased volatility to US and global markets – particularly bond markets. Though at times the market seemed to resemble an EKG machine (plenty of up and down movement, but ultimately flat) the major US indices actually...
