It was, simply put, a great year to be an investor.
Quarterly Economic and Market Reviews
Dave's quarterly reviews of markets, the economy and relevant current events. They include our thoughts on client portfolios and address timely planning issues.
Third Quarter 2019 Review
Performance for stock markets was not great for the quarter, nor for the trailing year, but how about those year-to-date numbers?
Second Quarter 2019 Review
A review of the economy and markets for the second quarter of 2019.
First Quarter 2019 Review
The first quarter was a sharp reversal from the fourth quarter.
Fourth Quarter 2018 Review
What a difference a quarter makes as the stock market went from a stellar third quarter into a slide that began on Oct. 3 and took most markets into bear market territory.
THIRD QUARTER 2018 REVIEW
The Markets 09/30/18 Close 06/30/18 Close 3rd Qtr. Change 09/30/17 Close 12 Mo. Change YTD Change Dow 26,458 24,271 +9.01% 22,405 +18.09% +7.04% NASDAQ 8,046 7,510 +7.14% 6,496 +23.86% +16.56% S&P 500 2,914 2,718 +7.21% 2,519 +15.68% […]
Second Quarter 2018 Review
Other than large tech stocks, the quarter ended with a relative whimper.
FIRST QUARTER 2018 REVIEW
We almost forgot about volatility but it returned this quarter, if not with a vengeance, certainly enough to get our attention.
FOURTH QUARTER 2017 REVIEW
This quarter’s market returns resemble last quarter’s except they are mostly better.
Third Quarter 2017 Review
What’s not to like about the markets this quarter? A review of markets and the economy for the third quarter of 2017.