Investment Insights

Monthly Markets Memo - October 2016

World Money Small.jpgby Dan Zalipski 

Markets Update

Another quarter comes to a close as September rolls off the calendar.  The S&P ended the month flat while both the international developed and emerging markets (MSCI EAFE & MSCI EM Indices) each added approximately 1.2%. 

Market Minute - October 19, 2016

Market Minute Final Blog.pngby Scott Rosenquist, CFA
2016 Election & Markets

As the U.S. presidential election nears, investors are contemplating the potential outcomes and the impact on the financial markets.  Given the nature of this year’s election, emotions are running high and may spill over into the market resulting in some short term volatility, regardless of which candidate wins. While the headlines and uncertainty are increasing it is important to take a step back and put it in perspective by maintaining a long term view.  

Market Minute - October 6, 2016

Market Minute Final Blog.pngby Scott Rosenquist, CFA
Opportunity in Fixed Income Markets

As our team seeks opportunities in today’s markets, one thing we feel is becoming necessary is to widen the scope and seek out less traditional sources of income.

Monthly Markets Memo - September 2016

World Money Small.jpgby Dan Zalipski

Markets Update

One year ago the Chinese made a move to devalue their currency resulting in a surge of volatility within the markets that seemed to linger throughout the remainder of 2015.  In stark contrast to those events, this past August was relatively quiet. 

Market Minute - September 16, 2016

Market Minute Final Blog.pngby Scott Rosenquist, CFA
Emerging Market Debt

The bond market has been a popular topic of discussion this year as low yields persist worldwide.  

Market Minute - August 26, 2016

Market Minute Final Blog.pngby Scott Rosenquist, CFA
Investing in Growth

As the market and economy continue to grind forward, many investors this year are looking for income in defensive sectors such as utilities and consumer staples. 
 

Monthly Markets Memo - August 2016

World Money Small.jpgby Dan Zalipski

Markets Perspective

The domestic markets returned 3.69% in July as measured by the S&P 500, bringing its year-to-date returns to 7.66%.  Developed international markets enjoyed a nice bounce as the initial shock from Brexit began to fade.  The developed international MSCI EAFE Index returned 5.05%, and the MSCI emerging markets had another good month with a 4.98% return. 

Monthly Markets Memo - July 2016

World Money Small.jpgby Dan Zalipski

Markets Perspective

The U.S. Market, as measured by the S&P 500 index, added 0.26% in June to bring its year-to-date returns up to 3.84%.  The developed international markets were much more volatile as they reacted to the U.K. referendum to leave the European Union, dragging their year-to-date returns further into negative territory. 

Monthly Markets Memo - June 2016

World Money Small.jpgby Dan Zalipski 

Markets Perspective

The old adage of ‘sell in May and go away’ did not quite play out last month.  The markets continued to grind higher throughout the month.   U.S. Indices added to their positive year-to-date returns, while Developed International Indices slipped into negative territory. 

Monthly Markets Memo - May 2016

World Money Small.jpgby Dan Zalipski

Markets Perspective

April was a relatively tame month compared to the wild ups and downs (or downs and ups) of the first quarter.  The developed European markets, although negative on the year, led the way in April with returns between 2-3%.   Trailing Europe on the month was the U.S. with a small but positive return just shy of 0.40%, adding to their positive year-to-date performance.  The emerging markets posted a slight loss but still remain positive on the year. 

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