by Lori Eason | Apr 18, 2018 | Quarterly Commentary
As we noted in our last newsletter, the volatility that had returned to the stock market this year has been principally driven by the specter of higher interest rates and a trade war with what seems like the rest of the world. While interest rate concerns are still in...
by Lori Eason | Dec 17, 2017 | Quarterly Commentary
The closely followed Dow Jones industrial average and Standard & Poor’s 500 index had a remarkable year in 2017. The Dow gained an impressive 25% while the S&P 500 rose 19%, their best years since 2013. The tech-heavy Nasdaq was the clear winner for the year,...
by Lori Eason | Sep 17, 2017 | Quarterly Commentary
Since last year’s presidential election, the stock market has been on an absolute tear. Most of the major U.S. stock averages are up roughly 17% since then. The biggest chunk of these gains came immediately after the election in November. However, just as the market...
by Lori Eason | Jun 17, 2017 | Quarterly Commentary
Stocks continued to rise through the second quarter, albeit at about half the rate of the first quarter. The large cap group had the best quarterly performance with the S&P 500 returning roughly 3%. Mid and small cap stocks increased as well but about a percentage...
by Lori Eason | Dec 16, 2016 | Quarterly Commentary
2016 will certainly go down as one of the more interesting years in recent memory. By far, the biggest story of the year was the presidential election results. Since the election, there have been quite a number reactions; not least of which has been in the financial...
by Lori Eason | Sep 16, 2016 | Quarterly Commentary
After more than a year of wild market swings, the third quarter ended up being the calmest we have seen in quite a while. The S&P 500 finished up roughly 3% this quarter and had less than half the volatility than the previous nine months. Most of the quarter’s...
