Market Update

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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+00:00February 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+00:00January 12th, 2018|Market Update, Quarterly Newsletter|

Markets Continue to Climb – December 2017 Market Update

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 [...]

By |2017-12-13T16:56:59+00:00December 8th, 2017|Market Update|

Strong Data and Returns Continue into the Holiday Season

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 [...]

By |2017-11-07T23:15:37+00:00November 7th, 2017|Market Update|

Record Gains Continue – October 2017 Market Update

The first nine months of the year were characterized by strong market returns, low volatility and moderate economic growth. For the third quarter of 2017, the S&P 500 returned 4.48% and the FTSE All World Ex-US Index increased 6.02%. For the year ending September 30, the S&P 500 added 14.24% and the FTSE All World [...]

By |2017-10-19T17:49:46+00:00October 17th, 2017|Market Update|

The Economy Picks Up Steam – September 2017 Market Update

In August, market volatility remained low in the traditionally quiet summer months as North Korean missile activity, terrorist attacks in Spain, violence in Charlottesville and Hurricane Harvey dominated the headlines. For the month of August ending August 31st, the S&P 500 Index returned .31% and the FTSE All World Ex-US Index was flat. Year to [...]

By |2017-09-14T17:23:27+00:00September 12th, 2017|Market Update|

August 2017 Market Update – Summer Months Show Low Volatility and High Returns

Low volatility and strong market returns continued in the month of July. Investors largely ignored the political headlines as they wait to see if any meaningful change will happen with tax reform and healthcare. The S&P 500 Index returned 10.34% while the FTSE All Word Ex-US Index increased 14.06% for the year ending July 31st. [...]

By |2017-08-21T18:37:48+00:00August 11th, 2017|Market Update|

July 2017 Market Update

The first six months of the year were characterized by strong market returns, low volatility and moderate economic growth, as investors followed the Trump administration’s first six months in office. For the second quarter of 2017, the S&P 500 returned 9.34% and the FTSE All World Ex-US Index increased 14.16%.  For the month of June, [...]

By |2017-07-13T17:42:07+00:00July 13th, 2017|Market Update|

3 Critical Considerations to Ask in a Liquidity Event

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