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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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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September Market Commentary 2018

October 11, 2018

The Federal Reserve voted to increase target interest rates during the month of September. This resulted in a near parallel shift across the yield curve. The Fed will meet two more times in 2018 – in November and December. Communication Services, a newly configured GICS sector outperformed.

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August Market Commentary 2018

August 8, 2018

The Bureau of Economic Analysis (BEA) revised Q2 GDP to 4.2% from an initial estimate of 4.1% in their most recent release, signaling continued strength.

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Mid-Year Updates

August 2, 2018

At the beginning of 2018 we published our long-term capital markets outlook along with relevant long-term themes we deem important to frame our expectations. As we round the corner into the second half of 2018 we provided a mid-year update and insight into how our thoughts are evolving.

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July Market Commentary 2018

July 8, 2018

The U.S. economy gained 4.1% during the second quarter according to the first estimate of GDP by the Bureau of Economic Analysis (BEA). Personal consumption was the largest contributor to the overall gains. This was the highest rate of growth since the third quarter of 2014.

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May Market Commentary 2018

June 7, 2018

The Federal Reserve maintained interest rates in the target range of 1.50% - 1.75% during their May meeting. They noted during their statement and minutes that inflation continues to trend closer to their 2% target over the medium term and growth in the country remains positive and the labor market relatively tight.

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