Do Not Break Rank

For any of you that have seen the movie Gladiator, Russell Crowe plays a captured prisoner named Maximus.

What are we thankful for?

The passing of the Thanksgiving holiday and preparation of the forthcoming Christmas season prompts us to sit back and think about the blessings in our lives, many of which we take for granted.

The Yield Curve

If you pay attention to the yield curve (the “curve”), you have noticed an interesting change over the last two years…. it has flattened substantially!

Quarterly Commentary

Quarterly Commentary Q4 – 2018

Market Performance Overview Domestic equities were down for the year, with the S&P 500 finishing -4.38% in 2018.  Foreign equities saw emerging markets and developed markets down for the quarter and year, finishing down -14.58% and -13.79% respectively in 2018.

Quarterly Commentary Q3 – 2018

Market Performance Overview  Domestic equities continued their upward trajectory, with the S&P 500 up 10.6% year to date. Emerging market equities continued downward, ending the quarter -7.7% year to date.

Quarterly Commentary Q2 – 2018

Market Performance Overview Domestic equities were positive during the quarter, pushing the S&P 500 YTD return to 2.0%. Small cap stocks outperformed all other asset classes as they have less exposure to International trade concerns.