by Lori Eason | Sep 18, 2018 | Quarterly Commentary
We’ve been saying for a while that one of the big headwinds facing the stock market was going to be higher interest rates. But despite strong economic growth, falling unemployment and the Federal Reserve tightening monetary policy, interest rates have been stubbornly...
by Lori Eason | Jun 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 | 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...
