Quarterly Update

4th Quarter 2018 Market Commentary

Market Commentary Fourth Quarter 2018 The financial markets were volatile in the final quarter of the year as investors worried about the trade negotiations with China, the Fed raising rates too aggressively and the potential for a slowing global economy in 2019. Interest rates fell sharply the last three months of the year; the 10-year treasury started the quarter yielding 3.07% and finished the quarter at 2.69%. The Barclays U.S. Aggregate [...]

2019-01-31T14:23:59+00:00January 31st, 2019|

3rd Quarter Market Update

3rd QTR Market Update The U.S. economy continued to show momentum during the Third Quarter of 2018.  Corporate earnings were strong, unemployment declined, inflation remains tame and most indicators show improving financial conditions. The stock market had a good quarter, as measured by the S&P 500, with a 7.2% return.  Small stocks, as measured by the Russell 2000, returned 3.13% during the last three months. Growth stocks continued to outpace Value stocks [...]

2018-10-25T15:28:39+00:00October 25th, 2018|