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A long-term focus is essential to achieving one’s financial goals, however we recognize that our clients are bombarded with headlines, tweets, and sensationalized news stories. Our quarterly updates provide insight into trends we are seeing and provide perspective on the markets.

These quarterly newsletters complement the personalized communications we have with our clients. We also send updates to address important changes or news headlines.

Below you will find a sample of some of our recent commentary:

Fourth Quarter 2017

U.S. stocks continued their relentless push higher in the third quarter as the S&P 500 rose for the eighth consecutive quarter (and 19 out of the last 20!).

Third Quarter 2017

The second quarter of 2017 proved relatively uneventful as global equity markets continued their steady upward climb.  The S&P 500 generated a total return of 3.1% with scarcely a pullback.

Second Quarter 2017

The domestic stock market continued its impressive ascent in the first quarter of 2017 as the S&P 500 generated a total return of 6.1% while experiencing low volatility.