by John Diaz | Jun 4, 2019 | Market + Economic Perspectives
2019 Second Quarter Perspective New All-Time Highs Since the start of 2019, equity markets have been on a relentless run, posting one all-time high after another. As April came to a close, each of the benchmark indexes listed in the charts below posted strong monthly...
by John Diaz | Jan 24, 2019 | Market + Economic Perspectives
2018 Market Overview The equity markets peaked on September 20, 2018, when the S&P 500 Index reached 2,930. From that point forward, worries and panic selling set in for the remainder of the year and investors were greeted with extreme volatility and an almost 20%...
by John Diaz | Dec 23, 2018 | Investment Strategies, Market + Economic Perspectives
Making Sense of Current Market Volatility As of yesterday’s market close, the S&P 500 is at a 15-month low, with 60% of its stocks in what is considered, “bear market” territory (down 20% or more) and 9 of 11 industry sectors now trading at what is considered...
by John Diaz | Oct 5, 2018 | Investment Strategies, Market + Economic Perspectives, Personal Finance
2018 Third Quarter Perspective As we enter the 4th quarter, the US equity markets are close to their recent all-time highs. Meanwhile, on the fixed income side, the bond market has been selling off, causing interest rates to spike up to levels not seen in several...
by John Diaz | Aug 3, 2018 | Investment Strategies, Market + Economic Perspectives, Personal Finance
2018 Mid Year Review As we enter August, we hope you and your family are enjoying a peaceful, relaxing, and happy Summer. Normally, this time of year is the slow season for the markets, but as we have embarked on the second half of 2018, it appears that a new...
