News & Insights

Here's what’s going on in our firm. We’re constantly learning new ways to enhance our clients’ wealth and want to share those experiences with you.

2015 Year End

2015 Year End Financial Market Update: Volatility increased for investors in 2015. Domestic stocks experienced 10 days of a 2% or greater price movement, the largest number since 2011. This volatility was relatively minor when compared to locally traded Chinese shares that experienced 85…Read more »

Third Quarter 2015

Q3 2015 Financial Market Update: Concerns surrounding excess supply and weak prices for commodities, disappearing profits in the energy sector, a general contraction in corporate earnings, and evidence of slowing growth in the Chinese economy led to increased levels of anxiety in the financial markets. Global stocks declined and experienced their worst quarter since…Read more »

Second Quarter 2015

Q2 2015 Financial Market Update: Performance was muted during the second quarter, with global stocks increasing only 0.3% and core bonds falling 1.7%. More noteworthy, however, was the return of volatility in certain areas of the financial markets…Read more »

First Quarter 2015

Q1 2015 Financial Market Update: Global stocks increased 2.3% during the first quarter, but returns differed significantly based on company size and geography.  Within the U.S., mid-sized company stocks performed best (up 5.3%), while large companies increased a modest 1%.  Abroad, both foreign developed and emerging market country stocks recovered… Read more »

2014 Year End

Q4 2014 Financial Market Update: Market volatility increased sharply early in the fourth quarter amid renewed concerns about deteriorating global economic growth prospects. These concerns were then highlighted when the International Monetary Fund downgraded its outlook for global economic growth, citing persistent weakness in the Eurozone and a broad slowdown in several major emerging markets…Read more »