Understanding the Election and Market Surprises

2016-12-12T18:04:31+00:00December 12, 2016|Market Commentary|

As the end of 2016 grows closer, we have to say that this has certainly been an eventful year. A long presidential election campaign left many Americans feeling bruised and more divided than ever. And many people were surprised when Donald Trump emerged as the victor. Similar to Brexit’s unexpected win in June, election polling and conventional wisdom proved to be quite wrong once people actually voted. In fact, just 15 days before the election, [...]

How Elections May Affect the U.S. Economy

2016-10-20T14:20:12+00:00October 20, 2016|Blog, Investments|

The 2016 presidential election has been a roller coaster unlike any in recent memory. Amidst the drama, you might be wondering how the outcome will affect the economy and your financial future. You’re not alone. In a recent Bankrate poll, 61% of Americans said they think the election is the greatest threat to our economy over the next six months. That number is more than double the number of people concerned about terrorism, struggling overseas [...]

Balancing College and Retirement

2016-10-13T13:35:17+00:00October 13, 2016|Blog, Retirement|

Are you faced with the dilemma of saving for your own retirement while at the same time trying to put money away for a child’s college education? How do you pursue both goals? How do you determine which is more important or what path to take? If this hard choice sounds familiar, you’re not alone. Many Americans today struggle to balance their own financial future with preparing their children for success. As financial professionals, we [...]

Are Your Emotions About Money Derailing Your Finances?

2016-08-03T15:03:15+00:00August 3, 2016|Blog, General Financial Planning|

If you’ve ever felt a rush of excitement at making a big purchase or experienced feelings of shame at making a financial mistake, you know that our relationship with money isn’t completely rational. For most people, money comes with a lot of emotional and psychological baggage that affects the decisions we make. Psychologists call these emotions "money scripts" and have found that these unconscious beliefs can drive many positive and negative financial behaviors. Many of [...]

Stocks Close Mixed on GDP Disappointment

2016-08-01T14:45:45+00:00August 1, 2016|Market Commentary|

Weekly Update – August 1, 2016 Stocks broke their four-week winning streak, closing mixed after the release of a surprisingly low estimate of second-quarter economic growth. For the week, the S&P 500 lost 0.07%, the Dow fell 0.75%, the NASDAQ grew 1.22%, and the MSCI EAFE added 2.36%. The preliminary estimate of Q2 Gross Domestic Product (GDP) growth showed that the economy grew a paltry 1.2% last quarter versus the 2.6% growth expected. Investors were [...]

Stocks End Q2 with a Bang

2016-07-05T19:36:36+00:00July 5, 2016|Market Commentary|

Quarterly Update – July 5, 2016 After the previous week’s post-Brexit selloff, stocks closed out last week with one of the best performances of 2016 as investors bought the dip. In the first half of the year, the S&P 500 was up 2.69%, the Dow was up 2.90%, the NASDAQ was down 3.29%, and the MSCI EAFE was down 6.28%. All these numbers are as of the quarter’s end on June 30. What lesson can [...]

Fed Blinks on Brexit Fears

2016-06-20T15:11:49+00:00June 20, 2016|Market Commentary|

Weekly Update – June 20, 2016 Markets fell on Brexit fears and concerns about the Fed’s dovish statements, giving the Dow its worst week in a month. For the week, the S&P 500 slipped 1.19%, the Dow fell 1.06%, the NASDAQ dropped 1.92%, and the MSCI EAFE lost 2.78%. The big news last week was the Federal Reserve’s decision not to raise interest rates. The decision wasn’t a surprise; just before the announcement, traders had [...]

Dow and S&P 500 Green for 2016

2016-03-21T17:37:25+00:00March 21, 2016|Market Commentary|

Weekly Update – March 21, 2016 After a historically rough start to the year, stocks finally rallied enough to put the S&P 500 and Dow in the green for the year. Extended weakness in the dollar—, which investors hope, could boost economic growth and corporate profits—contributed to the gains. For the week, the S&P 500 rose 1.35%, the Dow added 2.26%, and the NASDAQ grew 0.99%. The last two weeks have been important in terms [...]

Stocks Rally for Third Week

2016-03-07T18:31:40+00:00March 7, 2016|Market Commentary|

Weekly Update – March 7, 2016 Markets closed out a third week of gains, putting the Dow at a two-month high and erasing much of the year’s losses. Higher oil prices and an upbeat February jobs report contributed to the rally. For the week, the S&P 500 increased 2.67%, the Dow added 2.20%, and the NASDAQ grew 2.76%. Investors cheered at a reasonably solid jobs report. The February Employment Situation report showed that the economy [...]

What Just Happened?

2015-08-22T15:43:58+00:00August 22, 2015|Blog|

The market weakness we experienced this past week does not appear to be associated with any one event, but rather seems to be the result of a few factors. Uncertainty around the timing of Fed “lift-off” continues to give the markets concern; markets hate uncertainty, and this is a key area of confusion. The narrative around weaker growth in China, and emerging markets more broadly, has spilled over into commodity and currency markets, causing a [...]

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