2019 Q1 Economic Update

In this Q1 market recap: the Federal Reserve alters its outlook, the truce in the trade dispute holds, the real estate market strengthens, and stocks make an impressive comeback from Q4, even as growth concerns mount. The Quarter in Brief The strongest first quarter for stocks in 21 years featured all kinds of news. Central banks revised their outlook on … Read More

Understanding Market Trends – 2018 Market Recap

Michael Bernier, CFP® goes over the current state of the markets and how media headlines impact your portfolio over time. Mike compares short term market fluctuations with long term performance looking at US stocks, international developed stocks, emerging markets, and REITs.   Disclosures: Source: Dimensional Fund Advisors LP. Indices are not available for direct investment. Their performance does not reflect … Read More

2018 Q4 Economic Update

In this Q4 recap: waves of volatility hit Wall Street, trade pacts and disputes make headlines, oil takes a plunge, and the economy continues to perform well. The Quarter in Brief Wall Street saw many ups and downs in the last three months of 2018. The fourth quarter concluded with bulls and bears vying for control of the market and … Read More

Q3 Economic Update

In this Q3 recap: stocks climb, U.S. economic indicators shine, yearly inflation decreases slightly, and a trade war gets underway. The Quarter in Brief The third quarter of 2018 shall be remembered as a great one for stocks. The Dow Industrials, Nasdaq Composite, and S&P 500 all rose more than 7% in three months as bullish investors maintained their confidence … Read More

Q2 2018 Financial Market Update

The Quarter in Brief At the end of 2018, economists and journalists may look back on the second quarter and see the moment when a global trade war began. Whether one is truly underway or not, the fact is that Q2 was a good quarter for equities. The S&P 500 gained 2.93% in three months, and while the blue chips … Read More

Q1 2018 Financial Market Update

The Quarter in Brief Stocks rallied in January, corrected in February, and slumped in March as volatility and economic policy changes took some of the enthusiasm out of the market. The Trump administration announced tariffs on foreign steel, aluminum, and assorted products from China; China soon said that it would reciprocate with excise taxes of its own. The Federal Reserve … Read More