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Recent Updates

Frogs in Boiling Water

Weekly Commentary, January 12th, 2018   Summary Equity markets experienced another strong week with U.S. stocks (S&P 500) up 1.65% and international stocks (EAFE) up 1.59% Fixed income markets on the other hand were...

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Let’s Go!

Weekly Commentary, January 5th, 2018   Summary Equity markets started the year off with a bang this week with U.S. equities (S&P 500) up 2.61% and international stocks (EAFE) up 2.43%. Fixed income markets...

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A Look Forward and a Look Back

Weekly Commentary, December 29th, 2017   Summary Equity markets were mixed in this shortened week with U.S. stocks (S&P 500) down -0.19% and international stocks (EAFE) up 0.64% Fixed income markets were positive with...

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Preparing for the Unexpected - by Ron Kincaid and Cassie Camerer

Weekly Commentary, December 22nd, 2017   Summary Equity markets were up again with the S&P 500 +0.38% and international equities (EFA) +1.27% for the week. Fixed income markets finished down for the week...

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Exploring Market Floors/Ceilings to See How Much “Room” Investors May Have in 2018

Weekly Commentary, December 15th, 2017   Summary Equity markets were positive this week with U.S. stocks (S&P 500) up 0.38% and international stocks (EAFE) up 0.19% Fixed income markets were mixed with investment grade...

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Patsies, Prophets and Processes: REDUX

Weekly Commentary, December 8th, 2017   Summary Equity markets experienced modest gains this week with U.S. equities (S&P 500) up 0.40% and international equities (EAFE) up 0.01%. Fixed income markets also had slightly positive...

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“It’s Just like (1999/2007)” … No, It’s Not

Weekly Commentary, December 1st, 2017    Summary Equity markets were mixed this week with U.S. equities (S&P 500) up 1.57% and international equities (EAFE) down -0.73%. Fixed income markets were down this week with...

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An Investor’s List of Things to Be Thankful For

Weekly Commentary, November 24th, 2017   Summary Equity markets after a few down weeks rebounded sharply across the globe in this shortened week, with U.S. stocks (S&P 500) up 0.79% and international stocks (EAFE)...

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Truthers, Skeptics and Flat-“Yielders”

Weekly Commentary, November 17th, 2017   Summary Equity markets were negative this week with U.S. stocks (S&P 500) down -0.09% and international stocks (EAFE) down -0.53%  Fixed income markets were positive this week with investment...

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Let’s Try to Keep Things in Perspective

Weekly Commentary, November 10th, 2017   Summary Equity markets were down slightly this week with the S&P 500 off 0.14%, while international markets were down 0.74%. Fixed income markets were also down with high-quality...

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