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 [...]
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 [...]
During the last month, investors navigated concerns of rising interest rates and inflation while they watched trade tariffs and the U.S. – North Korea summit unfold. For the month of May, the S&P 500 increased 2.41%, as the FTSE All World Ex-U.S. Index decreased -2.12%. Year to date through May 31st, the S&P 500 was [...]
Volatility and mediocre returns continued in the month of April as investors navigated concerns of rising interest rates and inflation. For the month of April, the S&P 500 slightly declined -.38%, as the FTSE All World Ex-U.S. Index increased 1.76%. Year to date through April 30th, the S&P 500 and the FTSE All World Ex-U.S. [...]
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, [...]
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 [...]
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 [...]
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 [...]
In the month of November, the Dow Jones and S&P 500 Indexes hit all-time highs, and economic indicators were strong. For the month of November, the S&P 500 Index returned 3.07% and the FTSE All World Ex-US Index was flat. Year-to-date ending November 30th, the S&P 500 Index climbed 20.94% and the FTSE All World [...]
November 2017 Market Update - The month of October showed strong market performance and economic data. For the month of October, the S&P 500 Index returned 2.33% and the FTSE All World Ex-US Index was up 1.91%. Year to date ending October 31st, the S&P 500 Index climbed 16.91% and the FTSE All World Ex-US [...]
