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Monthly Newsletters

Monthly Newsletter: 2017 Financial New Year’s Resolutions

Turning the calendar to a new year can be an exciting time filled with optimistic goals for the new calendar year. Frequently heard New Year’s resolutions are to work out more, eat healthier, get into better shape, make better choices and get finances under control. As the year progresses, those who have a plan in place to achieve their resolution stay focused and keep their resolution top of mind. 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

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Monthly Investment Review: September 2015

September ended with bad economic news when the U.S. Department of Labor announced that employers added just 142,000 jobs in September, well below the 200,000 expected by economists. This dismal jobs report is yet another warning sign of slowing global growth witnessed throughout the month. Read more

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Monthly Investment Review: August 2015

The beginning of August was normal enough. At the time, the S&P 500 was up just over 2% for the year, having traded in a relatively tight band through the first seven months. During the first week, the Labor Department reported what has become a familiar refrain all year: solid jobs growth and an improving or stable unemployment rate accompanied by stubborn wage growth. Read more

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Monthly Investment Review: July 2015

In France, every July brings with it a 21-day bicycle race that has encircled the country almost every year since 1903. This year’s Tour de France was won by Chris Froome of Great Britain’s Team Sky. For over 2,100 miles he out-pedaled Colombia’s Nairo Quintana by just one minute and twelve seconds in one of the most closely contested races in the last five years. What’s interesting is how Froome did it.

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Monthly Investment Review: June 2015

The month of June brought the second quarter and the first half of 2015 to a close, and so far this year has been a tale of two markets. The first quarter was marked with a rising dollar, a soaring Chinese stock market, GDP contraction in the U.S. and collapsing interest rates that sent yields on several European fixed income securities into negative territory. Read more

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Monthly Newsletters

Monthly Investment Review: May 2015

May was a month of mixed economic signals that seemed to confuse the equity markets. Several U.S. indexes touched all-time highs before sputtering into the end of the month with a selloff. Despite this, most indexes still finished the month higher. The S&P 500 ended May up 1.05% while the Dow Jones Industrial Average rose 0.95%.

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Monthly Newsletters

Monthly Investment Review: April 2015

Over the last few days of April, the sporting world turned much of its attention on Chicago where 256 college hopefuls were drafted by teams in the National Football League. Each of these players from the first pick, Florida State quarterback Jameis Winston, to Mr. Irrelevant (the last player selected) will soon head to an NFL mini-camp to learn their new team’s playbook. Investors might need to learn a new playbook as well. Nearly everything that worked in the first quarter of 2015 reversed in April. Read more