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Market Commentary

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10
Putting Earnings Season Under a Microscope

First quarter earnings for 2019 were inevitably going to draw a lot of attention in the wake of increased market volatility, ongoing trade tensions, and growing discussions about a potential earnings recession. Now that the results are in, let’s take a closer look at what the data shows. 

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10
Market Update - May 2019

Global stocks fell 6.0% during May which resulted in year‐to‐date returns now standing at 9.1%. China (‐13.1%) was among the worst performing markets during the month amid escalating trade tensions. 

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13
Brexit: 3 Years and 3 Rejections Later

The UK vote in June 2016 resulting in the decision to leave the European Union (EU) was historic! However, here we are three years later with uncertainty still surrounding that decision. The UK was originally due to leave the EU on March 29, 2019; however, the withdrawal agreement reached between the EU and the UK has now been rejected three times by UK Members of Parliament. 

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30
Market Update - April 2019

Global stocks rallied 3.3% during April resulting in a 16% year-to-date return. Markets that led with some of the strongest returns during the month were Germany (+7.0%), South Africa (+8.1%), and Sweden (+6.1%). Short- and intermediate-term bonds rose 0.2% for the month. Alternatives generally pulled back during April with the exception of managed futures (+0.5%). 

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15
Index Investing: Too Much of a Good Thing?

The merits of index investing are numerous with low fees, transparent rules, and minimal turnover among the most frequently cited advantages. However, not everyone views the rise of index investing as a good thing, and an increasingly popular debate has been the question of how much indexing is too much. 
 

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12
Market Update – March 2019

Global stocks closed out a strong first quarter with mixed results in March. U.S. large cap stocks led the charge, rising 1.9%, while small caps struggled, down 2.1%. International developed (+0.6%) and emerging markets stocks (+0.8%) were up slightly. 

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13
Tax Reform Aftermath

Have you filed your taxes for 2018 yet? There are big changes after the Tax Cuts and Jobs Act was passed in late 2017. Higher standard deductions, state and local tax limitations, and lower tax brackets will affect taxpayers for six years until the new law sunsets December 31, 2025.

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12
Market Update – February 2019

After volatility scared investors in the 4th quarter of 2018, holding stocks continued to pay off in February. Once more, U.S. small cap stocks led the charge, rising 5.2%, with large caps following suit, up 3.2%. International developed (+2.5%) and emerging markets stocks (+0.2%) were not as strong but still produced healthy returns. 

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08
Remembering John C. Bogle

John (Jack) C. Bogle may not be a household name amongst individual investors, but his profound impact on the financial services industry is undisputable.

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08
Market Update - January 2019
Following a disappointing fourth quarter, stocks got off to a blazing start in 2019! Despite the U.S. government shutdown casting a shadow on sentimen...

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