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Annual Market Review

Annual Market Review 2017

By on January 2, 2018 in Annual Market Review with 0 Comments

Overview The year 2017 was eventful, to say the least. President Trump and Congress tried, without success, to repeal the Affordable Care Act, known as Obamacare. However, the new year-end tax law included the elimination of the individual health insurance mandate. The U.S. economy started slowly but picked up steam as the year progressed. Ten […]

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By on January 3, 2017 in Annual Market Review with 0 Comments

Overview The year 2016 likely will be remembered for the election of Donald Trump as the 45th president of the United States and the Brexit vote. This year also saw the Fed raise interest rates for the first time since last December, noting that the labor market has continued to strengthen and that economic activity […]

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By on February 22, 2016 in AMR, Annual Market Review with 0 Comments

The Markets (as of market close February 19, 2016) The major indexes listed here posted gains by the end of last week, marking the best overall week of performance in the new year. Both the Dow and the S&P 500 posted end-of-week gains of 2.62% and 2.84%, respectively. The Nasdaq and Russell 2000 recouped some […]

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By on January 5, 2016 in Annual Market Review with 0 Comments

Overview Volatility may best describe the equities markets for the majority of 2015, as they were impacted by economic stress in China and Greece, coupled with underwhelming corporate earnings reports, falling oil prices, and terrorist attacks here and abroad. While some economic sectors, such as housing and labor, offered favorable news, others, including exports and […]

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Annual Market Review 2013

By on January 1, 2014 in Annual Market Review with 0 Comments
Annual Market Review 2013

Overview Standoffs, sequestration, shutdown, and suspense in Washington supplied the wall of worry that equities markets are said to be so fond of climbing. And climb it they did. The Dow, S&P 500, and small-cap Russell 2000 explored record territory for much of the year. Investors spent most of 2013 toggling between rejoicing at the […]

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