The 2010s: A Decade in Review

Imagine it is early January 2010 and you are reading a review of the financial markets. Investors have been on a roller coaster over the past three years, living through the stress of the global financial crisis and market downturn of 2008–2009, then experiencing the recovery that began in March 2009 and is still going strong. Investors who rode out … Read More

2019 Q4 Economic Update

In this Q4 recap: Equities maintain their momentum to close out a strong year on Wall Street, helped by a slight thaw in the U.S.-China trade dispute and some better-than-expected domestic economic data. Q4 Market Recap Movement in U.S.-China trade negotiations, an accommodative Federal Reserve, evidence of decent economic growth – all this brought some fourth-quarter tailwinds to Wall Street. … Read More

2019 Q3 Economic Update

In this Q3 recap: the U.S. and China intensify their trade dispute, but agree to negotiate again, the Federal Reserve cuts short-term interest rates once more, and stocks ride through some volatility to end the summer higher. Q3 Market Recap Summer doldrums? Not exactly. The third quarter brought a number of attention-getting events, and while investors took some cues from … Read More

2019 Q2 Economic Update

In this Q2 recap: stocks rise, fall, and then soar, as the Federal Reserve shifts its thinking and new chapters unfold in the ongoing U.S.-China trade dispute. Q2 Market Recap The S&P 500 certainly experienced volatility during the second quarter of 2019, but it also gained 3.8% across those three months. U.S.-China trade negotiations unwound, but as the quarter ended, … Read More

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