Market Commentary

2014 Q2 Market Review: Everything Rises–Don’t Worry be Happy, or Worry a Lot?

This month we take our regular quarterly temperature of the markets. We look at recent market results with the goal of putting them in some perspective, and to see how that experience should set our expectations going forward. This month’s newsletter looks at the following topics: 2014 Q2… Read More »2014 Q2 Market Review: Everything Rises–Don’t Worry be Happy, or Worry a Lot?

2014 Q1 Market Review: The Bull Holds up against a Russian Bear, Emerging Market Anxieties, and a Blustery Winter

This month we take our regular quarterly temperature of the markets. We look at recent market results with the goal of putting them in some perspective, and to see how that experience should set our expectations going forward. This market review post discusses the following topics: Emerging Markets… Read More »2014 Q1 Market Review: The Bull Holds up against a Russian Bear, Emerging Market Anxieties, and a Blustery Winter

2013 Markets Review

What a difference a year makes! Early in 2013, things were incredibly unsettled: markets continued to teeter based on the most recent news from Europe, we had just “gone over the fiscal cliff,” we all wondered what the impact of the sequester would be, Congress was always divided… Read More »2013 Markets Review

Second Quarter 2013 Markets Review

This month’s commentary discusses the following topics: Second Quarter Markets Review Portfolio Implications Off to an Investing Conference Second Quarter Markets Review The second quarter went well until June, when Federal Reserve Chairman Ben Bernanke began to introduce markets to the idea that quantitative easing would not go… Read More »Second Quarter 2013 Markets Review