
Best thing/Worst thing Market Accelerates
In Market Analysis onRead moreNothing gratifies investment managers or their investors like a climbing stock market. And the stock market did just that in the first quarter of this year. The S&P 500 Index increased 6% over the past three months, building on post-election gains last year. Other indices also gained, with the small cap index trailing the large cap index. The Russell 2000

Animal Spirits Realized after Election
In Market Analysis onRead moreAs we flip the calendar to 2017, we are looking at new opportunities and challenges. Regardless of one’s political views, the US markets are looking favorably on the election results. We have seen a rapid rise in stocks since the morning of November 9th. The sentiment that regulation will be eased to spur business development has done a great deal

Investor Temptations Near Market Tops
In Market Analysis onRead moreThe current stock market bull has lasted longer than normal, yet it continues to rise. After stock market advances, it’s tempting to move a bigger portion of our portfolios into stocks or other risky assets. What’s the best way to position our portfolios, and our mindsets, near market tops? First, we should acknowledge that even if markets are overvalued, that
Brexit and Investor Portfolios
In Market Analysis onRead moreThe recent vote by the U.K. to leave the E.U. (Brexit) stoked market fears. Stock markets fell and news headlines brought feelings of uncertainty to investors across the globe. After falling sharply for several days, markets rebounded at the end of the quarter. Despite this quick recovery, however, the ultimate outcome of the Brexit vote is still unknown. Further, this
Markets Fall and Recover in the First Quarter
In Market Analysis onRead moreStock downturns are common. Every decade over the past 100 years has produced at least one loss of nearly 20% or greater and most decades have produced multiple bear markets(1). The current decade, however, is a notable exception because we have not seen such a significant loss. And until the downturn this quarter, markets have produced few meaningful moves lower.
