2019 Quarterly Commentary Q1
Market Performance Overview Domestic equities were up during Q1, with the S&P 500 finishing +13.65%. Foreign equities were positive with emerging markets and developed markets
Market Performance Overview Domestic equities were up during Q1, with the S&P 500 finishing +13.65%. Foreign equities were positive with emerging markets and developed markets
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
Market Performance Overview Domestic equities continued their upward trajectory, with the S&P 500 up 10.6% YTD Emerging market equities continued downward, ending the quarter -7.7%
“How can my fund ‘lose’ money in a growing market?” As investors approach the end of each calendar year, attention often turns toward mutual fund
Market Performance Overview Domestic equities were positive during the quarter, pushing the S&P 500 YTD return to 2.6%. Small cap stocks outperformed all other asset
Market Performance Overview Domestic equities took a breather, with the S&P 500 losing -0.8% in the first quarter of the year. Forward Price-to-Earnings ratios for
Market volatility is back. After going nearly 310 trading days since a back-to-back daily decline of 0.5% or more, we witnessed a market decline as
“Don’t tax you, don’t tax me, tax that fellow behind the tree,” quipped Senator Russell Long, who chaired the powerful Senate Finance Committee from 1966
As most of you do, we vividly recall the housing crisis of 2008 and the effects that shocked the financial world. Many investors acted on
Market Performance Overview Domestic equities continued their trend upward, with the S&P 500 contributing 6.6% in the quarter 21.8% in 2017. Foreign equities continued to
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