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% pullback. The...
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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 “correction” levels (down 10% or more). I’m sure investors don’t really care what it is called (bear market or correction), the bottom line is that the markets have been awful for investors since October. In fact, the equity markets are now officially having the worst year since 2008.
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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 years. The rise in interest rates...
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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 narrative has emerged....
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March 2017 Perspective
Today, the U.S. equity markets extended declines into a fourth day as investors continue to digest news about impending U.S. steel and aluminum tariffs. President Trump tweeted that when the U.S. is losing billions in trade with virtually every country we do business...
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The 2017 Tax Cuts & Jobs Act
The Tax Cuts and Jobs Act legislation has been passed by Congress and today, was signed by the President. The Act makes extensive changes that will affect both individuals and businesses. Some of the key provisions of the Act are discussed below. Most of these...
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2017 Fourth Quarter Perspective
As we approach the end of 2017, it’s hard to believe that given the uncertain and volatile way the year began, the S&P 500 is now on track for its ninth consecutive positive year. This would make this bull market as long as the historic bull market run of the...
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The Equifax Data Breach
On September 7, 2017, Equifax, one of the three main credit reporting agencies, announced a massive data security breach that exposed vital personal identification data — including names, addresses, birth dates, and Social Security numbers — on as many as 143 million...
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