March was not much better for investors than February. Both US and international equity indices were negative for the month, with the exception of the midcap and small cap indexes which ended the month positive. With equity weakness we were not surprised by the positive bid US Treasury bonds caught …  Read More
Learn the latest market trends as well as additional tips and helpful articles in our Investing resource section. For more information about our Investment Planning or our Investment Management services, please contact our team of financial advisors today!
The stock market in January felt very much like an extension of December 2017 with both U.S. and global equity indices moving higher at an accelerated rate. The U.S. Dollar also continued its trend, weakening vs. global currencies for the month. In contrast commodities changed direction and look to …  Read More
December capped off a very interesting and in many ways unexpected 2017. Us large cap equity indices continued the year-long trend of hitting all-time highs as global indexes continued their rapid ascent. U.S> small cap was negative while midcaps were slightly positive. The Bloomberg Aggregate …  Read More
November was another good month for investors. The equity markets were up again this month as the major domestic and global indices we follow ended positive. The bond market ended slightly negative while the CRB Commodity Index continued to trend higher after a hard start to the year. The US dollar, …  Read More
During the Thanksgiving season, many people identify various aspects of their life for which they are thankful for. Many reflect on their health, job, family & loved ones, and several other things. In addition to those, we’d like to take a moment to focus on why experienced investment planning …  Read More