As we look back on the financial markets in 2015, what really stands out is how poor returns were across the globe and across asset classes (stocks, bonds, commodities, etc.). Among the major global stock markets, the United States wasREAD MORE
Quarterly Investment Reviews
We look back over the market in 3-month sections, and give you some insights that may be helpful. After all, the more informed you are, the easier it will be to achieve the best possible outcome for your situation.
If there is one theme from the past three months, it is that volatility has returned. At the beginning of the quarter, investors were actively discussing the possibility of Greece leaving the Euro currency (a “Grexit”) and markets were convincedREAD MORE
As the quarter drew to a close, all eyes were being drawn to Greece in echoes of 2011. Greece made headlines for its June 30 default on a debt payment to the International Monetary Fund (IMF) amidst increasingly fraught negotiationsREAD MORE
Our client portfolios have benefited from diversification as a wide range of asset classes had positive returns for the quarter and many of the funds we hold performed fairly well. Notably, international stocks led large U.S. stocks, even with currencyREAD MORE
The S&P 500 Index of large U.S. companies gained 14% for the year. On the other hand, U.S. small company stocks dropped more than 13% from their summertime high through mid-October and ended the year up only 5%. Outside theREAD MORE