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QUARTERLY MARKET REVIEW: APRIL-JUNE 2017

By on July 5, 2017 in Monthly Commentary with 0 Comments

The Markets (as of market close June 30, 2017) The second quarter proved to be a bit bumpy for equities, but each of the benchmarks listed here closed the quarter ahead of their first-quarter closing values. April saw equities close the month ahead of March, buoyed by favorable corporate earnings reports, proposed tax cuts, and strong […]

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QUARTERLY MARKET REVIEW: JANUARY-MARCH 2017

By on April 3, 2017 in Monthly Commentary with 0 Comments

The Markets (as of market close March 31, 2017) Riding the momentum following the presidential election, stocks surged for much of the first quarter of 2017. Buoyed by the anticipation of tax cuts and policies favorable to domestic businesses, the benchmark indexes listed here reached historic highs throughout the quarter. At the end of January, […]

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ANNUAL MARKET REVIEW 2016

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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MARKET MONTH: NOVEMBER 2016

By on December 1, 2016 in Monthly Commentary with 0 Comments

The Markets (as of market close November 30, 2016) The economy picked up the pace in November, as did the stock market. After getting off to a sluggish start during the early part of the month, equities soared following the results of the presidential election. Each of the indexes listed here reached record highs during […]

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MARKET WEEK: NOVEMBER 7, 2016

By on November 7, 2016 in Market Week with 0 Comments

The Markets (as of market close November 4, 2016) Even a good jobs report wasn’t enough to steady investors last week, as each of the indexes listed here lost value from the prior week. Oil prices fell sharply midweek following a report that crude oil inventories are much larger than expected. While OPEC leaders agreed […]

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The Markets (as of market close October 31, 2016)

By on November 1, 2016 in Monthly Commentary with 0 Comments

Trading in the early part of October saw equities respond negatively to rumors of a pullback on stimulus measures by the European Central Bank, which ultimately proved to be unfounded. Each of the indexes listed here closed the first week of October below their respective September closing values, except for the Global Dow, which eked […]

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MARKET WEEK: OCTOBER 17, 2016

By on October 17, 2016 in Market Week with 0 Comments

The Markets (as of market close October 14, 2016) Oil prices reached a one-year high early last week, as Russia expressed its support of OPEC in its efforts to limit production, prompting stocks to post early week gains. With corporate earnings season upon us, early reports from some major companies were not encouraging. Globally, China’s […]

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MARKET WEEK: OCTOBER 10, 2016

By on October 11, 2016 in Market Week with 0 Comments

The Markets (as of market close October 7, 2016) Equities took a tumble early last week as the Dow, the Nasdaq, the S&P 500, and the Russell 2000 lost value. Only the Global Dow saw gains, largely feeding off the fading value of the British pound. Oil (WTI) opened last week on an uptick, gaining […]

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QUARTERLY MARKET REVIEW: JULY-SEPTEMBER 2016

By on October 3, 2016 in Quarterly Market Review with 0 Comments

The Markets (as of market close September 30, 2016) The second quarter provided a bumpy ride for investors. Following the upheaval caused by the Brexit vote in June, July kicked off the third quarter by ending the month in favorable fashion, as each of the indexes listed here posted month-to-month gains, led by the Russell […]

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MARKET WEEK: OCTOBER 3, 2016

By on October 3, 2016 in Market Week with 0 Comments

The Markets (as of market close September 30, 2016) Last week equities started off well enough, still feeding off the Fed’s decision to leave interest rates alone for the time being. But fear of financial instability for one of the world’s largest banks may have prompted many investors to sell, causing the market to tumble […]

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