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Recent Updates

Important Thank You to All Our Valued Clients and a Quick Market Recap

Weekly Commentary, November 25th, 2016 Summary Equity markets were positive for the shortened week, with U.S. stocks (S&P 500) up 1.38% and international stocks (EAFE) up 1.05%. Fixed income markets were mixed with...

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Lions and Tigers and (Bonds), Oh My!

Weekly Commentary, November 18th, 2016 Summary Equity markets were mixed this week with domestic stocks (S&P 500) up 0.96% and international (EAFE) stocks down -1.49% Fixed income markets saw a divergence with investment...

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So About This Last Tuesday…

Weekly Commentary, November 11th, 2016 Summary  Equity markets in a surprise to many following the election results on Tuesday the Dow Jones index has surged and closed today at an all-time record high...

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About that Elephant (and Donkey) in the Room

Weekly Commentary, November 4th, 2016   Summary Equity markets struggled this week with the S&P 500 -1.88% and the EAFE -2.11%. Fixed income markets were divided with high-quality bonds (AGG) +0.07% and high-yield (JNK)...

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Freeing Up Mental Space for More Productive Things

Weekly Commentary, October 28th, 2016   Summary Equity markets here (S&P 500) and abroad (EAFE) were in lock step down 0.69% for the week. Fixed income markets similarly struggled with high-quality bonds (AGG) -0.60%...

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How to Produce “High-Income” Responsibly in a Rising Interest Rate World: Part II of II

Weekly Commentary, October 21st, 2016  Summary  Equity markets finished up this week with U.S. equities (S&P 500) up 0.40% and international equities (EAFE) up 0.90% Fixed income markets were also positive with investment grade...

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How to Produce “High-Income” Responsibly in a Rising Interest Rate World: Part I of II

Weekly Commentary, October 14th, 2016 Summary Equity markets were down slightly this week (S&P 500 -0.89% and EAFE -1.55%), but had a positive Friday on good data and earnings. Fixed income markets were...

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About this Bubble…

Weekly Commentary, October 7th, 2016 Summary Equity markets experienced some losses across the globe this week with the S&P 500 down 0.58% and international equities (EAFE) down 0.93%. Fixed income markets also struggled...

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Gritty Times Call for People of Grit

Weekly Commentary, September 30th, 2016 Summary  Equity markets – Global stocks were mixed for the week with the S&P 500 finishing up 0.14% and international equities (EAFE) down 0.22%. Fixed income markets – High...

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What’s in a Number?

Weekly Commentary, September 23rd, 2016   Summary Equity markets rebounded strongly from last week’s declines with the S&P 500 finishing the week up 1.23% and international equities (EAFE) up 3.08% Fixed income markets also...

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