2018 Second Quarter Market Summary

Investment markets in the second quarter, while still volatile, delivered less of a “roller coaster” ride than during the first quarter of the year.  The best performing asset class was Real Estate Investment Trusts (REIT’s), which climbed 7.8%.  US Stocks, as...

2018 First Quarter Market Summary

The first quarter of 2018 delivered an unwelcome (but probably overdue) return of investment market volatility.  The last time markets experienced similar turbulence was in early 2016, when stocks posted their worst calendar year start in history. Unlike 2016,...

2017 Fourth Quarter Market Summary

The fourth quarter of 2017 put the crowning touch on a year which saw risk assets deliver outstanding results.  Once again US stocks finished the quarter close to an all-time high … broadly-diversified international stocks fell off the torrid pace of earlier quarters,...

2017 Third Quarter Market Summary

As the third quarter came to a close, stock markets continued to seemingly defy gravity.  US stocks finished the quarter at an all-time high, while broadly-diversified international stocks continued their 2017 trend of delivering the best results of any major asset...

2017 2nd Quarter Market View

Stock markets produced healthy gains in the second quarter, building on the first quarter’s strong start to the year. The S&P 500 rose 2.5% during the quarter, while international stocks again outperformed their domestic counterparts with a 4.7% advance. Also...
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