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Market Commentary

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11
What’s New at Custody Banks?

With numerous major brokerage/custody firms (including TD Ameritrade, Charles Schwab, and Fidelity) recently eliminating commissions for trading stocks and exchange-traded funds (ETFs), now is a great time to be an investor. While explicit trading costs seem to be going away across the industry (via commission-free trading), it’s still important for investors to understand the implicit trading costs associated with placing trades and how brokerage/custody firms can stay in business in a new commission-free trading environment. 

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11
Market Update – November 2019

The second month of the fourth quarter was positive for global stocks (+2.5%), which have now gained 22.0% year-to-date. U.S. bonds remained flat throughout the month holding onto year-to-date gains of 6.7% for U.S. intermediate-term and 2.9% for short-term bonds.  Alternative asset classes (REITs, Commodities, and Managed Futures) all posted losses for the month.

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07
Unpleasant Dinner Table Topics

Politics and religion. Two of the most commonly debated subjects. So why bring one of them up? With impeachment rumors flooding the headlines, it’s pertinent to address the political questions surrounding the dinner table. Will this disturb my investments? Should I pull my portfolio out of the market?  

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07
Market Update - October 2019

The first month of the fourth quarter was positive for global stocks (+2.8%), which have now gained +19.1% year‐to‐date. Although US large cap (+2.2%) and small cap (+2.6%) had moderate gains within the month, their year‐to‐date returns are strong at +23.2% and +17.2%. 

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07
Who Let the Doves Out?

With global economic and profit growth slowing, central banks around the world have shifted their policies to be accommodative or dovish. 

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07
Market Update - September 2019

The final month of the third quarter was positive for global stocks (+2.1%), which are now up 15.9% year-to-date. Bonds (-0.4%), on the other hand, fell slightly as yields ended the month on a higher note.

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06
What’s with the Negative Bond Yields?

Investors generally think of bonds as safe investments that provide a stream of income. It may surprise some to learn that more than one quarter of all government bonds issued globally are trading with negative yields. In monetary terms, that is more than $15 trillion in government debt with a negative yield in addition to more than $1 trillion in negative yielding corporate debt. 

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06
Market Update – August 2019

The summer months concluded with a weak August for equities while bonds and alternatives were generally positive.

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12
Stepping in a New Direction

Last week, the Fed made an "about face" and lowered rates by 0.25% to a lower bound of 2.0%. While this move was fully expected by markets based on the Fed’s advance communications, it might seem to some that the move was not necessary being that the U.S. economy has positive economic growth, historically low unemployment, and solid consumer balance sheets.

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07
Market Update – July 2019

Kicking off the third quarter, U.S. stocks continued their rally with a slight tick upward, while international stocks gave back some of the gains made in the first half of the year.

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