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October 2018 Market Update

As we approach the end of 2018, the economy is performing well and is in its 10th year of economic expansion. Unemployment is low, GDP growth is solid and operating earnings are exceptionally strong. Year to date through September 30th, the S&P Index increased 10.56% and the FTSE All World Ex-US Index decreased -3.20%. For [...]

By | 2018-10-18T21:22:14+00:00 October 11th, 2018|Market Update|

September 2018 Market Update

Last month, trade and tariff discussions dominated the headlines. For the month of August, the S&P 500 increased 3.26%, as the FTSE All World Ex-U.S. Index was flat. Year to date through August 31st, the S&P 500 was up 9.94% and the FTSE All World Ex-U.S. Index declined -1.53%. Aside from market performance, investors focused [...]

By | 2018-09-20T21:42:23+00:00 September 13th, 2018|Market Update|

The Economy Continues to Heat Up

During the last month, investors watched as the economy continued “heating up.” For the month of July, the S&P 500 Index was up 3.72% and the FTSE All World Ex-U.S. Index increased 2.24%. Year to date through July 31st, the S&P 500 gained 6.47% and the FTSE All World Ex-U.S. declined -1.53%. Despite many geo-political [...]

By | 2018-08-13T22:12:52+00:00 August 9th, 2018|Market Update|

Economy Gets Green Light Halfway Through 2018

Halfway through 2018, the economy is performing well – economic indicators are strong, consumer spending is solid, corporate earnings are exceptional and the Fed continues to take steps to tighten policy. Year to date through June 30th, the S&P Index increased 2.6% and the FTSE All World Ex-US Index decreased -3.7%. For the quarter, the [...]

By | 2018-07-17T21:26:34+00:00 July 17th, 2018|Market Update|

April 2018 Market Update

In the first quarter of 2018, volatility returned to the markets after two years of relative calm. Though the economy is on strong footing, indexes for the quarter returned mixed results. For the quarter, the S&P 500 decreased -.8% and the FTSE All World Ex-Us Index declined -1.31%. Investors watched as technology company troubles, tariffs, [...]

By | 2018-04-20T21:50:21+00:00 April 9th, 2018|Market Update|

March 2018 Market Update – Volatility Continues

The financial markets continued to decline in the month of February after two years of relatively low volatility. For the month of February, the S&P 500 declined -3.89% and the FTSE All World Ex-U.S. Index decreased -4.61%. For the year ending February 28th, the S&P 500 increased 1.50% and the FTSE All World Ex-U.S. was [...]

By | 2018-03-12T20:54:25+00:00 March 9th, 2018|Market Update|

February 2018 Market Update

After almost two years of low volatility, investors have been reminded that stock prices do fluctuate in value.  U.S. stocks last week suffered their largest weekly drop in roughly two years and the sell-off continued Monday with the largest drop since 2011.  Globally, the trends were the same with the Stoxx Europe 600 posting its [...]

By | 2018-02-20T19:37:54+00:00 February 6th, 2018|Market Update|

January 2018 Market Update

In 2017, investors relished in solid economic growth, combined with abnormally high market returns, low unemployment and low market volatility. For the year, the S&P 500 increased 21.8% and the FTSE All World Ex-Us Index was up 24.40%. Investors watched as the Trump administration completed its first year in office, hurricanes ravaged parts of the [...]

By | 2018-01-17T21:15:47+00:00 January 12th, 2018|Market Update, Quarterly Newsletter|

3 Critical Considerations to Ask in a Liquidity Event

A Liquidity Event Guide that covers pre, during, and post transaction.