1st Quarter 2019 Market Update and Review
The global stock markets rebounded across the board in the first quarter of 2019. The improvements were a reflection that recessionary fears were overblown. On the global front, markets became more confident as China trade tensions abated. Domestically, the markets applauded the Fed’s decision to pause further rate increases for the near-term. With positive earnings […]
4th Quarter 2018 Market Update and Review
The global stock markets in 2018 ended in a maelstrom of volatility. The markets declined significantly in the fourth quarter, this being the second major pullback of the year. This marks the first time in nine years that the S&P 500 posted a negative return for the year (-4.4%). Most developed markets had double-digit declines with some defensive […]
3rd Quarter 2018 Market Update and Review
The portfolios turned in positive results for the third quarter of 2018 as well as the last 12 months ending September 30th. The U.S. based asset classes did better than international, and the sectors were also positive. Domestic markets continued their climb due to strong GDP growth and low unemployment. Global equity markets showed positive […]
2nd Quarter 2018 Market Update and Review
The portfolios turned in positive results for the quarter and last 12 months ending June 30th. Domestic asset classes did better than international, and the sectors were mostly positive with some stellar returns.
1st Quarter 2018 Market Update and Review
The portfolios continued to have positive results for the last year ending March 31st. International assets did better than domestic, and the sectors were mostly positive.
Historic Market Selloff
Check out what Bijan has to offer concerning the latest market sale off as he gives his perspective and insights on the biggest drop in the history of the Dow Jones.
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.
The Equifax Breach – What You Should Do Now
Roughly 143 million individuals had their personal information hacked by an unprecedented data breach at Equifax from May to July of this year. According to Equifax, “the information accessed primarily includes names, Social Security numbers, birth dates, addresses and, in some instances, driver’s license numbers. In addition, credit card numbers for approximately 209,000 U.S. consumers, […]
2nd Quarter 2017 – Annual Market Update and Review
We recognize there is a daily diet of news on the pending elections next month.