Brexit Rebound – 3rd Quarter 2016 Investment Commentary
Summary Following the Brexit shock in June global markets recovered strongly over the past quarter, with emerging market stocks leading the way. Prior to the recent recovery foreign and…
Market Outlook
November 2015 Investment Commentary – Paying for College, S&P 500 Earnings and Target Date Retirement Funds
Index Returns*1-Year Annualized %5-Year Annualized %10-Year Annualized % S&P 500 (US Large)2.7%14.4%7.5% Russell 2500 (US Mid-Small)2.6%12.9%8.0% MSCI EAFE (Foreign Developed)-2.5%6.0%4.1% MSCI Emerging -16.7%-2.7%4.8% Barclays Aggregate Bond1.0%3.1%4.7% Treasury Bill - 3…
October 2015 Investment Commentary – October Bounce, Social Security Changes and Emerging Markets
Index Returns*1-Year Annualized %5-Year Annualized %10-Year Annualized % S&P 5005.2%14.3%7.9% Russell 25001.5%13.1%8.3% MSCI EAFE0.4%5.3%4.5% MSCI Emerging -14.2%-2.5%6.0% Barclays Aggregate Bond2.0%3.0%4.7% Treasury Bill - 3 month0.0%0.0%1.2% As of October 31, 2015…
September 2015 Investment Commentary – S&P 500 Losses, Federal Reserve and Investment Strategy
All major equity asset classes are negative for the month and YTD as we have seen increased volatility the last few months as discussed in our last month’s outlook. Investors…
August 2015 Investment Commentary – Volatility, China and Retirement Risk
As of August 31, 2015 *Includes reinvested dividends I’m not sure if you like roller coasters, but the last couple weeks in the stock market have sure felt like…
July 2015 Investment Commentary – Greece, Commodities and Future Growth
The month started with concerns over a Greece exit (“Grexit”) from the euro zone, but was averted by a last-minute deal. Although Greece accounts for a small amount of the…
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