Stock Market Returns

2019 Q4 Quarterly Insights

2019: A Year for the Record Books

While 2018 was one of the worst years for diversified portfolios since the 1990s, 2019 was one of the best. A simple US 60% stocks/40% bond (60/40) portfolio had one of the best risk-adjusted returns since the 1960s. We are cautiously optimistic for 2020...

Market Update

The Markets

“Fascinatingly counterintuitive…”

That’s how Michael Arone, an investment strategist, described the U.S. market environment to Avi Salzman of Barron’s:

Market Update

The Markets

Stock and bond markets rallied.

Last week, major U.S. stock indices finished higher for the 10th time in 12 weeks. Bond markets moved higher, too, with the yield on 10-year Treasuries dropping just below 2.6 percent, reported Randall Forsyth of Barron’s. Yields on 10-year Treasuries haven’t been this low since January 2018.

Are Volatile Stock Markets Good for Investors?

When the ups and downs of stock markets leave you stressed and wondering whether stocks really will help you pursue your long-term financial goals, there are two things to remember:

1. Historically, over long periods, stocks have tended to move higher.

Weekly Market Update

Is it a soft landing?

Weekly Update

The Markets

Investors were pleased with the Federal Reserve’s (Fed) new approach to its balance sheet.

Brexit's Impact on the Markets

This is a pretty good summary of Brexit's impact on the financial markets.

 

https://www.pimco.com/resources/video-library/media/brexit-initial-impact-and-the-road-ahead

Holdings That Help Reduce Portfolio Volatility

As you are probably aware, the market has struggled this week.  In face, this is the worst performing week for the Dow Jones Industrial Average since 2011.  There are many causes for this.  The primary concerns are global growth, signs of deflation, oil prices, and China.  During times like these it’s important to focus on things that we can control.

The Markets Reaction to Greece and Fed Policy

Some interesting thoughts on Greece and its impact on our Fed policy.

May Index Returns

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