2017 Annual – Market Update and Review

The U.S. markets did well in 2017, and international markets did even better as the world experienced a global recovery with little inflation. Asset Class Performance Over the Last Twelve Months: CASH • Yields on Cash Assets/Money Market Funds saw a noticeable increase in 2017. • Interest rates on short-term cash assets rose over the […]
3rd Quarter 2017 Market Update and Review

We recognize there is a daily diet of news on the pending elections next month.
2nd Quarter 2017 – Annual Market Update and Review

We recognize there is a daily diet of news on the pending elections next month.
1st Quarter 2017 Market Update and Review

We recognize there is a daily diet of news on the pending elections next month.
4th Quarter 2016 Market Update and Review

We recognize there is a daily diet of news on the pending elections next month.
3rd Quarter 2016 Market Update and Review

We recognize there is a daily diet of news on the pending elections next month.
2nd Quarter 2016 Market Update and Review

U.S. & International Economics: We have global growth, albeit slow. Due to concerns that growth may go negative there is heightened volatility. Slow growth has produced low and even negative interest rates in some countries. Domestically, employment remains strong with unemployment under 5%. China’s slowing economy is showing signs of stabilization. Brexit may cause slower […]
AN EXECUTIVE SUMMARY ON FIRST QUARTER 2016
The markets have gone mostly nowhere over the last year with a small decline in overall prices, after falling and rising like a yo-yo. There were two back-to-back market corrections over a period of six months. The first was in August 2015 when we had a market correction of -12.4%. The second correction started at […]