2019 has been an exciting year. Please read our thoughts on the first six months of the year, and see our strategies for the second half. To access your performance reports, you must log-in to your secure community. Market Recap…
The Markets Risk on or risk off? Or in other words, Monday was a great reminder that diversification matters! The coronavirus appears to have inspired two distinct schools of thought among investors. Some investors currently favor opportunities that are considered…
The Markets Many stock markets around the world moved higher last week. Investors’ optimism in the face of economic headwinds has confounded some in the financial services industry. Laurence Fletcher and Jennifer Ablan of Financial Times cited several money managers…
February 10, 2020 The Markets Last week, major U.S. indices posted strong gains. That’s welcome news, but the drivers behind share price appreciation appear to have little to do with company fundamentals. Fourth quarter earnings season is underway. During earnings…
The Markets Prepare yourself. There is a good chance markets will be volatile in the coming weeks. Precautions designed to slow the spread of the coronavirus may also slow Chinese economic growth and, by extension, global economic growth. On Thursday,…
The Markets Markets hunkered down last week. News of the coronavirus outbreak in Wuhan, China unsettled investors around the world. The respiratory infection is related to severe acute respiratory syndrome (SARS) and Middle East respiratory syndrome (MERS), reported WebMD. Previous…
The Markets The new trade deals are here! The United States and China signed a preliminary trade deal last week. The next day, the United States-Mexico-Canada Agreement was approved by the Senate. The phase-one deal between the United States and…
The Markets It was a nerve-wracking week. Iran fired 22 ballistic missiles at the Ain Al Asad air base near western Iraq and a second base in northern Iraq following last week’s U.S. drone strike that killed a top Iranian…
The Markets About face! 2019 was a remarkable year for investors with many asset classes delivering positive performance. Both the Standard & Poor’s 500 Index, a gauge of U.S. stock market performance, and the Dow Jones Global (ex…
The Markets So, what comes next? Last week was a good week for investors. Ben Levisohn of Barron’s explained: “The Federal Reserve and European Central Bank both pledged to do what they could to underpin their respective economies.…
The Markets Ahh, the power of distraction. On Friday, the unemployment report flashed its numbers like a hair model in a shampoo commercial. The Bureau of Labor Statistics reported 266,000 new jobs were created in November. That was…
