NEWS & COMMENTARY

Market Update

It Ain’t Over — til It’s Over

2017 was a year to celebrate gains in most stock markets around the world. The S&P 500 index continued to be the favored index, though some international markets also shone […]

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The Bond Market and Navigating Rising Rates

The future course of interest rates is a topic of much attention lately, as the economy continues its slow but steady recovery from the financial crisis of 2008. How quickly […]

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Reflections on the Market Crash of 1987

Last month marked the 30-year anniversary of the October 1987 stock market plunge in which the major indices fell over 20% in a single day. It still remains the largest […]

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Market Rotation Continues

Stocks continued to advance in the third quarter, with the S&P 500 index rising about 4%. That is a pretty strong result for the period, especially as August and September […]

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How the FSA Portfolios Are Positioned

After a relatively strong start to the summer season—with the S&P 500 index rising in June and July—stocks took a breather in August, finishing essentially flat. Small-cap stocks and energy […]

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Staying the Course – For Now

Both the stock and bond markets were kind to investors last month, posting reasonable gains for investors. This was a nice gift since — as we discussed in last month’s […]

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The Dog Days of Summer

As temperatures heat up across the country at this time of year, the pace of life often slows down as we seek to stay cool and savor the long days […]

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Party Like it’s 1999 – Again?

Stocks have posted pretty solid returns since the surprise election of Donald Trump, with most indices rising in the double digits. The returns have been strong across most equity assets, […]

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Mutual Funds and ETFs: Tools of the Trade

In managing clients’ assets, one of the most important decisions investment advisors make is choosing what types of investment vehicles to use to grow and protect those assets. While the […]

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