Contact Us Now

blog

In This Section

Blog

Weekly Market Commentary - 3/31/2020

03/31/2020
The United States set some records last week. First, we became the epicenter of the COVID-19 pandemic. Popular Science explained: “An increase of 15,000 known cases in just one day pushed the United States past Italy and China, making it the new epicenter of the pandemic…Experts suspect the actual number of U.S. cases is much higher than currently reported…the United States has tested a far lower percentage of its large population than other hard-hit countries.” Read More

Weekly Market Commentary - 3/24/2020

03/24/2020
The coronavirus (COVID-19) continued to spread across the United States last week. On Friday, March 13, the Centers for Disease Control (CDC) reported there were 1,629 confirmed and presumptive cases and 41 deaths. Last Friday, March 20, the numbers had increased to 15,219 cases and 201 deaths. Read More

Weekly Market Commentary- 03/17/2020

03/17/2020
Last week was one for the history books. Mid-week, the World Health Organization (WHO) declared coronavirus a global pandemic. At the time, there were more than 118,000 cases in 114 countries, and the death toll exceeded 4,000 people. On Friday, the Centers for Disease Control (CDC) reported 46 states and the District of Columbia have been affected, so far. As of Friday, there have been 1,629 confirmed and presumptive cases and 41 deaths. Read More

Weekly Market Commentary - 3/10/2020

03/10/2020
Last week, market volatility reached levels that make many investors uncomfortable. On Monday, the Dow Jones Industrial Average surged higher, delivering its biggest one-day point gain in history. Read More

Weekly Market Commentary - 3/3/2020

03/03/2020
Take a deep breath. We have experienced downturns before. Think back to 2018. During the last quarter of the year, major stock indices in the Unites States suffered double-digit losses, much of it during December. What happened next? By the end of 2019, those indices had reached new highs. Read More

Special Blog Post- Perspective in the Panic 2/29/2020

02/29/2020
Back in 1987, right after the markets had experienced the famous “Black Monday” decline which took the Dow Jones Industrial Average down by 22.6%, the weekly Barron’s financial publication featured, on its cover, a suitcase with the frightened eyes of a Wall Street broker peeking out of its dark recesses, and an arm reaching out to wave a white flag. Read More

Weekly Market Commentary - 2/24/2020

02/25/2020
Risk on or risk off? The coronavirus appears to have inspired two distinct schools of thought among investors. Some investors currently favor opportunities that are considered lower risk, like Treasury bonds and gold, because they’re concerned about the potential impact of the coronavirus on the global economy. Read More

Weekly Market Commentary - 2/18/2020

02/18/2020
Many stock markets around the world moved higher last week. Investors’ optimism in the face of economic headwinds has confounded some in the financial services industry. Laurence Fletcher and Jennifer Ablan of Financial Times cited several money managers who believe investors have become complacent. One theory is investors’ buy-the-dip mentality has become so firmly ingrained that any price drop is seen as a buying opportunity, regardless of share price valuation. Read More

Weekly Market Commentary - 2/11/2020

02/11/2020
Last week, major U.S. indices posted strong gains. That’s welcome news, but the drivers behind share price appreciation appear to have little to do with company fundamentals. Fourth quarter earnings season is underway. During earnings season, companies let investors know how profitable they were during the previous quarter. Read More

Weekly Market Commentary - 2/4/2020

02/04/2020
Prepare yourself. There is a good chance markets will be volatile in the coming weeks. Precautions designed to slow the spread of the coronavirus may also slow Chinese economic growth and, by extension, global economic growth. On Thursday, the World Health Organization declared the coronavirus to be an international health emergency. The U.S. State Department issued a travel advisory for China, and major U.S. airlines suspended flights to the nation, reported Forbes. Read More

Weekly Market Commentary - 01/28/2020

01/28/2020
Markets hunkered down last week. News of the coronavirus outbreak in Wuhan, China unsettled investors around the world. The respiratory infection is related to severe acute respiratory syndrome (SARS) and Middle East respiratory syndrome (MERS), reported WebMD. Read More

Weekly Market Commentary - 1/21/2020

01/21/2020
The new trade deals are here! The United States and China signed a preliminary trade deal last week. The next day, the United States-Mexico-Canada Agreement was approved by the Senate. Read More

Weekly Market Commentary - 1/14/2020

01/14/2020
It was a nerve-wracking week. Iran fired 22 ballistic missiles at the Ain Al Asad air base near western Iraq and a second base in northern Iraq following last week’s U.S. drone strike that killed a top Iranian military commander. Newsweek reported the bases suffered minimal damage and there were no casualties from the attack. However, Iran mistakenly downed a commercial airliner, killing all on board, reported CBS News. Read More

Weekly Market Commentary - 1/7/2020

01/07/2020
About face! 2019 was a remarkable year for investors with many asset classes delivering positive performance. Both the Standard & Poor’s 500 Index, a gauge of U.S. stock market performance, and the Dow Jones Global (ex U.S.) Index delivered double-digit increases (see the below table). Bonds and gold rallied, too, delivering positive returns for the year. Read More

Weekly Market Commentary- 12/31/19

12/31/2019
2019 will be a hard act to follow. Investors may find themselves reluctant to ring out the old and ring in the new this week. During 2019, stock and bond markets delivered exceptional returns. Ben Levisohn of Barron’s reported the Dow Jones Industrial Average was up 23 percent at the end of last week, the Standard & Poor’s (S&P) 500 Index had gained 29 percent, and the Nasdaq Composite was up 36 percent. The S&P 500 and Dow both closed at all-time highs. Read More

Weekly Market Commentary - 12/24/19

12/24/2019
Let’s hear it for 2019! Major stock indices in the United States and overseas are poised to deliver double-digit gains for the year. Even with uncertainty about Britain’s exit from the European Union (EU), the FTSE 100 boasted a gain of more than 10 percent at the end of last week. That’s not bad for a year which included (in the United States) an inverted yield curve, an earnings recession, and a contentious trade war. Read More

Weekly Market Commentary - 12/17/19

12/17/2019
So, what comes next? Last week was a good week for investors. Ben Levisohn of Barron’s explained: “The Federal Reserve and European Central Bank both pledged to do what they could to underpin their respective economies. The United Kingdom gave Boris Johnson’s Conservative Party a landslide victory, virtually guaranteeing that the Brexit saga will end, finally.” Read More

Weekly Market Commentary - 12/10/19

12/10/2019
Ahh, the power of distraction. On Friday, the unemployment report flashed its numbers like a hair model in a shampoo commercial. The Bureau of Labor Statistics reported 266,000 new jobs were created in November. That was better than expected even after deducting the 40,000-plus General Motors employees returning to work, reported CNBC. The sign of economic strength helped major U.S. stock indices recover from losses suffered earlier in the week – mostly. Read More

Weekly Market Commentary - 12/03/19

12/03/2019
It’s a shopping revolution! Sometime, probably not so long ago, comedian Dave Barry wrote, “Once again, we come to the Holiday Season, a deeply religious time that each of us observes, in his own way, by going to the mall of his choice.”Not so much anymore. On Black Friday 2019, many shoppers didn’t venture any farther than their favorite digital device. Read More

Weekly Market Commentary - 11/26/19

11/26/2019
Thanksgiving is in the air! On Thursday, U.S. investors may find themselves giving thanks for the bull market. Year-to-date, the Standard & Poor’s 500 Index, Dow Jones Industrial Average, and Nasdaq Composite have all gained more than 20 percent with dividends reinvested. The MSCI World Index also is up 20 percent year-to-date. Read More