Monthly Newsletters

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Monthly Newsletters

Monthly Investment Review: July 2016

­Global markets trended upward in July, building off the rebound following the Brexit results. All three major US equity indices were up for the month. The S&P 500 was up 3.56% and the Dow Jones Industrial Average was up 2.8% while the NASDAQ Composite, the leader of three, notched a 6.65% gain. Read more

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Monthly Investment Review: June 2016

All eyes were on the latter half of the month with the referendum on Britain’s membership and markets were range-bound leading up to the vote. Given all the volatility and uncertainty, it may be surprising that global markets were generally positive for the month. Read more

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Monthly Investment Review: May 2016

We started April’s commentary pulling from the old saying “April showers bring May flowers”. Fortunately for investors, there weren’t too many “showers” in April and there were plenty of “flowers” in May. Read more

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Monthly Investment Review: April 2016

As it turns out, there weren’t too many April “showers” last month. US investors saw the Dow Jones Industrial Average and the S&P 500 turn positive while the tech-heavy NASDAQ Composite still remains negative for the year. Read more

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Monthly Investment Review: March 2016

The first three months of the year saw investors in the US down more than 10%, European investors off more than 13% and Asian investors down nearly 25% in China and more than 21% in Japan. Read more

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Monthly Investment Review: February 2016

February was a different experience for investors and a welcome departure from January. However, it didn’t start that way.

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Monthly Investment Review: January 2016

January was a difficult start to the year for investors. Headlines that dominated the last half of 2015 reappeared during the first trading week, marking the worst start of a year in history for US investors. China, oil and the possibility of slowing global growth loomed over the markets as indexes around the world turned negative with some entering bear market territory. Read more

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Monthly Investment Review: December 2015

2015 could be known as the great cover up. Equity markets appeared tame with the S&P 500 down just 0.7% (it actually gained 1.4% when dividends are included), but a much different picture lurked beneath the surface. The year turned out to be a rollercoaster where the anticipation of rate hikes by the Federal Reserve brought with it the return of volatility. Read more

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Monthly Investment Review: November 2015

After a few months of frantic activity, equity markets decided to take a break during the month of November. The S&P 500 gained just 0.05% while the Dow Jones Industrial Average rose 0.3%. Read more

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Monthly Investment Review: October 2015

In a month that is usually known for its stock market tricks, this October turned out to be an incredible treat for investors. All three major domestic indexes posted their biggest monthly increases since October 2011. The S&P 500 surged 8.3%. Read more