Q2 2018 Market Commentary

Reflecting on the second quarter, we get a sense that we have been through it before, reminding us of the movie “Groundhog Day.” The Fed raised rates for the second time in June, and as of this writing, the DJIA is only slightly ahead of where it was at the time...

Q1 2018 Market Commentary

The new year started on a bullish note only to be interrupted by a January wage growth report that exceeded expectations. This was interpreted as the beginning of a long awaited upward trend in inflation, causing equity markets to come off recent highs whi le bonds...

Q4 2017 Market Commentary

Global equity markets had an extremely positive 2017 with many indices reaching historical or recent highs. The anticipated correction from overbought levels never occurred due to a steady stream of positive economic reports which addressed concerns regarding downside...

Q3 2017 Market Commentary

As we monitored North Korea’s actions during the third quarter, we also directed our attention towards two major hurricanes that devastated areas in Texas, Florida, Puerto Rico and the Caribbean Islands. The projected damage costs following the storms created...

Q2 2017 Market Commentary

As professionals in the Financial Services Industry, we have experienced “headline risk” driven by the technological evolution of news reporting as part of the new “normal” for many years now. It appears that a combination of the media and politics has created a...