Market Insights


2Q2017 Market Review Newsletter

2Q2017 Market Review Newsletter

April 6, 2017

The "Trump Rally" has continued with another 5.91% gain in the broad Morningstar Universe this last quarter. Since the election the S&P is up about 11%. The Fed raised interest rates the .25% as they have been promising for several years and the market yawned. The Fed has intimated that they will raise rates two more times this year. I’m thinking it may only be one more. The more important thing will be to start to shrink the Federal Balance sheet. This can be done by the Feds not buying their own bonds and just letting them mature and be "retired". I believe the market will continue the rise, but at a much slower pace, having already priced in anticipated lower taxes and reduced regulations.






1Q2017 Market Review Newsletter

1Q2017 Market Review Newsletter

January 4, 2017

I hope this finds you and your family well and that you had a wonderful holiday and New Year. 2016 was an amazing year. We lost David Bowie, Prince, and Carrie Fisher of Stars Wars fame to mention a few losses. I think the biggest event is our president elect Donald Trump. This surprised a lot of people. A lot of the press and the pollsters are still in shock. This election and it causes will be studied for years.

Another year has passed and again the markets were kind to us.






4Q2016 Market Review Newsletter

4Q2016 Market Review Newsletter

October 10, 2016

The overall markets enjoyed their best quarter of the year going up an average of 4.26%. The small cap section is up 7.28% versus 4.79% for mid cap and 3.82% for large cap. The year-to-date numbers are 8.12% for the broad market, large caps up 7.11% mid-caps 10.39% and small caps leading with 12.43%. It's another example of why being diversified pays off.






3Q2016 Market Review Newsletter

3Q2016 Market Review Newsletter

July 6, 2016

It is hard to believe that half the year is over. As of June 30, 2016 the U.S. Broad U.S. Market Index is up 3.49%, per Morningstar. This is after a very rocky first 6 weeks of the year and the most recent "Brexit". Large swift movements down followed by just as swift rebounds.






2Q2016 Market Review Newsletter

2Q2016 Market Review Newsletter

April 25, 2016

What a way to start the year - the major indexes falling in January and early February a breathing taking -10.30% for the US, -12.8% for non US Developed (Europe) and -10.7% Emerging Markets.







Archived Articles


1

Analyze your current situation, risk tolerance, time horizon, and goals


2

Open your account


3

Monitor and rebalance investments