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Recent Updates

Quick Weekly Summary and Best Wishes for a Merry Christmas and Happy Holidays!

Weekly Commentary, December 23rd, 2016 Summary Equity markets – finished positive for the week with U.S. stocks (S&P 500) up 0.27% and international stocks (EAFE) up 0.60%. Fixed income markets – were also...

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“Why I Chose Ten Capital” by Stephanie Farrar, Financial Advisor

Weekly Commentary, December 16th, 2016 Summary Equity markets ended their win streak this week with U.S. stocks (S&P 500) down -0.06% and international stocks (EAFE) down -1.00%. Fixed income markets continue to be...

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The Amazing Thing About Average is How Unique It Is: Part II (The Role of Diversification and Time)

Weekly Commentary, December 9th, 2016 Summary Equity markets saw strong gains across the globe with U.S. stocks (S&P 500) up 3.11% and International stocks (EAFE) up 3.54% Fixed income markets were mixed for...

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The Amazing Thing About Average Is How Unique It Is: Part I

Weekly Commentary, December 2nd, 2016 Summary Equity markets were mixed with U.S. stocks (S&P 500) down -0.90% while international stocks (EAFE) were up 0.05% for the week. Fixed income markets were both up...

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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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