Quarterly Commentary – September 2018

The U.S. Equity markets continued their upward move during the quarter. Year to date the results have been good for U.S. equities but not very good for international equities nor fixed income. The following are performance numbers from various popular indexes. Please remember index numbers are not individually comparable to a properly diversified portfolio. Each portfolio may include an allocation to securities similar to these indexes in varying amounts based on your personal risk tolerance and ... Read more

Quarterly Commentary – June 2018

The U.S. Equity markets started a slow ascent after getting close to the lows of the year as we approached the end of March. April started on a good note and the past quarter turned out to be positive. Year to date however the results have been mixed and muted for U.S. equities overall. The following are performance numbers from various popular indexes. Please remember index numbers are not individually comparable to a properly diversified portfolio. Each portfolio ... Read more

Quarterly Commentary – March 2018

The U.S. Equity markets exhibited significant volatility during the first quarter of 2018 in sharp contrast with the lack of it in 2017. January started off on a very strong note, only to give up the gains quickly during the first week of February. The rest of the quarter was followed by continued tumultuous activity. The following are performance numbers from various popular indexes. Please remember index numbers are not individually comparable to a properly diversified portfolio. Each ... Read more

Quarterly Commentary – December 2017

The U.S. Equity markets continued their upward climb in the last quarter of 2017, helping cap off a year of strong gains. The following are performance numbers from various popular indexes. Please remember index numbers are not individually comparable to a properly diversified portfolio. Each portfolio may include an allocation to securities similar to these indexes in varying amounts based on your personal risk tolerance and should only be compared in that context. The S&P 500 was up 21.8% ... Read more

Quarterly Commentary – September 2017

The U.S. Equity markets moved up during the third quarter of 2017. The following are performance numbers from various popular indexes. Please remember index numbers are not individually comparable to a properly diversified portfolio. Each portfolio may include an allocation to securities similar to these indexes in varying amounts based on your personal risk tolerance and should only be compared in that context. The S&P 500 was up 14.2% for 2017. The Dow Jones Industrial Average was up ... Read more

Quarterly Commentary – June 2017

The U.S. Equity markets managed to continue moving up during the second quarter of 2017. Despite a couple of spikes in volatility it managed to settle down toward the end of the quarter. The following are performance numbers from various popular indexes for the quarter. Index numbers are not individually comparable to a properly diversified portfolio. Each portfolio may include an allocation to securities similar to these indexes in varying amounts based on your personal risk tolerance and should only ... Read more

Quarterly Commentary – March 2017

The U.S. Equity markets continued their upward move during the first quarter of 2017, peaking by the end of February before stalling and turning lower in March and bouncing around during the past few weeks. The following are performance numbers from various popular indexes for the quarter. Index numbers are not individually comparable to a properly diversified portfolio. Each portfolio may include an allocation to securities similar to these indexes in varying amounts based on your personal risk tolerance ... Read more

Quarterly Commentary – December 2016

After mostly going sideways since July, U.S. Equity markets picked up the pace nicely in November after the election helping propel valuations to a higher level. The following are performance numbers from various popular indexes for the quarter. Index numbers are not individually comparable to a properly diversified portfolio. Each portfolio may include an allocation to securities similar to these indexes in varying amounts based on your personal risk tolerance and should only be compared in that context. The ... Read more

Quarterly Commentary – September 2016

U.S. Equity markets exhibited unusually low volatility during July and August as we saw prices creep up in a slow but fairly steady pace. Early part of September things reversed somewhat, then things stabilized and started turning back around. The following are performance numbers from various popular indexes for the quarter. Index numbers are not individually comparable to a properly diversified portfolio. Each portfolio may include an allocation to securities similar to these indexes in varying amounts based on ... Read more

Quarterly Commentary – June 2016

The second quarter of 2016 continued to be volatile. The following are performance numbers from various popular indexes for the quarter. Index numbers are not individually comparable to a properly diversified portfolio. Each portfolio may include an allocation to securities similar to these indexes in varying amounts based on your personal risk tolerance and should only be compared in that context. The S&P 500 reflected a gain of 3.8% for the first six months of 2016. The Dow Jones Industrial Average ... Read more
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