by John Diaz | Feb 25, 2020 | In the News, Market + Economic Perspectives, Personal Finance
February 2020 Perspective Market & Economic Outlook — Coronavirus Entering the New Year, our outlook for the global financial markets was relatively cautious, and it remains so today. We believe that given the extent of the strong rebound we had in 2019, with the...
by John Diaz | Nov 18, 2019 | Investment Strategies, Market + Economic Perspectives, Personal Finance
November 2019 Perspective Market & Economic Outlook As we look ahead to the closing months of 2019, we believe that many of the issues that created uncertainty and market volatility over the past year, continue to remain a concern. Regardless of these issues, the...
by John Diaz | Sep 9, 2019 | Investment Strategies, Market + Economic Perspectives, Personal Finance
September 2019 Perspective What the “Yield Curve Inversion” suggests about the economy It’s been all over the news, the “yield curve” has inverted”, followed by “we are going into a recession….” Over the past few weeks, we’ve had many calls about the yield curve, so...
by John Diaz | Aug 7, 2019 | Investment Strategies, Market + Economic Perspectives
Mid-Year 2019 Perspective Trade turmoil and the Fed Rate cut leads to what the markets despise, “Uncertainty”! As I write this, the equity markets are in the midst of the biggest stock market sell-off of 2019. The Dow Jones Industrial Average is currently down 855...
by John Diaz | Jun 6, 2019 | Investment Strategies, Market + Economic Perspectives
May 2019 Perspective Tariff Turmoil The US and China trade rhetoric ramped up in May and the equity markets responded with sharp declines from the all-time highs they reached in April. Investors were hoping for a peaceful resolution to the trade dispute and they were...
