Achieve a Higher Understanding

We regularly share market insights to provide our clients with first-hand knowledge into what’s going on in our world today. Dedicated to education, we value sharing our perspectives because it enables you to make smart decisions for your future. Below, you’ll find updates regarding a variety of topics that we believe will help enhance your knowledge and help build a strong financial future.

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July 2019 Market Commentary

August 14, 2019

U.S. equities rose as the S&P 500 posted record highs mid-month. Broad better-than- expected earnings and technology gains led major indexes higher.

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2019 Mid-Year Update

July 22, 2019

Global growth slowed over the last six months. In April, the International Monetary Fund (IMF) forecast for world Real Gross Domestic Product (GDP) growth in 2019 of 3.3 percent was down 0.3 percent from 2018. Some slowdown in the U.S. was expected...

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June 2019 Market Commentary

July 11, 2019

U.S. equities rebounded to a record high during the month of June following May declines. The advance was fueled in part by investors’ expectations of an interest rate cut following comments from U.S. Federal Reserve Chairman Jerome Powell...

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May 2019 Market Commentary

June 17, 2019

U.S. equities declined during May. It was the S&P 500’s worst monthly performance since December of last year. In addition to the well- noted trade tensions with China, President Trump unexpectedly announced…

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April 2019 Market Commentary

May 31, 2019

U.S. equities advanced as U.S. Federal Reserve officials continued to weigh the risks of raising interest rates amid global growth concerns and inflation readings coming in below market expectations. Strong GDP…

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March 2019 Market Commentary

April 16, 2019

U.S. equities advanced as Federal Reserve Chairman, Jerome Powell, affirmed the central bank’s decision to halt rate increases. Positive developments in U.S.-China trade relations and positive economic data continued to…

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2019 Market Outlook

April 3, 2019

At the beginning of each year, we outline our expectations as we look forward. In July 2018, we raised a flag of caution with our Five-Themes Mid-Year Update, Mounting Pressure. While we make no claim in our ability to forecast market conditions only six months forward, the end of the year did validate our warning to some degree and a more cautious risk-taking approach was prudent as economic expectations moderated.

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February 2019 Market Commentary

March 3, 2019

Economic growth in the U.S. remained firm following the release of fourth quarter GDP which signaled growth at 2.6%, topping market expectations of 2.4%. Better than feared corporate earnings and signs of more accommodative Federal Reserve policies…

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