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Monthly Commentary


By on February 3, 2015 in Monthly Commentary with 0 Comments

The Markets (Un)Happy New Year: Fresh uncertainties in Europe, slowing economic growth, anticipation of a looming Federal Reserve rate hike, and a stronger dollar all contributed to a volatile month for equities. The losses weren’t good news for believers in the January Effect (the idea that equities’ behavior in January suggests what might happen during […]

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By on December 1, 2014 in Monthly Commentary with 0 Comments

The Markets Equities generally continued to push upward in November. The small caps of the Russell 2000 were the exception; they ended the month flat and were up less than 1% for the year. However, the S&P 500 and the Dow industrials once again hit new record levels, while the Nasdaq increased its year-to-date lead. […]

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By on November 3, 2014 in Monthly Commentary with 0 Comments

The Markets October lived up to its reputation for volatility as triple-digit intraday swings in the Dow became almost commonplace. Despite being spooked for much of the month–at one point the S&P 500 was down almost 8% from its most recent high–both the S&P and the Dow industrials rallied strongly to end the month at […]

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Cartoon: Personal Financial Disorder

By on September 11, 2014 in Monthly Commentary with 0 Comments
Cartoon: Personal Financial Disorder


By on September 3, 2014 in Monthly Commentary with 0 Comments

The Markets Investors regained an appetite for risk in August, seeming to focus on generally encouraging Q2 economic data and corporate earnings reports rather than tensions overseas. The optimism took the S&P over 2,000 for the first time and gave the index its 32nd record close of 2014. Both the Dow industrials and the small […]

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By on August 1, 2014 in Monthly Commentary with 0 Comments

The Markets Encouraging economic news, generally positive Q2 corporate earnings reports, and stable Federal Reserve policy had to battle multiple geopolitical conflicts for investor attention. Both the S&P 500 and Dow industrials managed to set fresh all-time highs early in July, but the S&P managed to follow through to additional records while the Dow slipped […]

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April 2014 – Month in Review

April 2014 Market Month

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By on May 2, 2014 in Monthly Commentary with 0 Comments

The Markets The rotation out of momentum stocks that began in early March continued in April, hitting many of the tech and biotech high-fliers that had soared earlier in the year. That cost the Nasdaq and Russell 2000 dearly, leaving both with negative year-to-date returns. The Russell ended the month down 6.7% from its early […]

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By on December 2, 2013 in Monthly Commentary with 0 Comments

The Markets Sprint to the finish: As economic data delayed by the federal government shutdown began to trickle in and the Fed continued to hold off on tapering, investors continued to drive equities to record levels. The Dow industrials hit 12 new all-time closing highs during the month, which helped push the index above 16,000. […]

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October 2013 Market Commentary

By on October 10, 2013 in Monthly Commentary with 0 Comments

It is understandable why clients may be feeling uneasy with the prospects of their portfolio given the level of unproductive rhetoric coming out of Washington in recent days.  Today, I have watched both the President and the House leaders hold press conferences which seem to do little to move toward any real  resolution of this impasse. Even […]

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