2020 Q2 Economic Update

In this Q2 recap: the economy measures the impact of the coronavirus threat; the stock market rises with help from a dovish Federal Reserve and a rebound in some economic indicators; oil prices and mortgage rates touch historic lows. Q2 Market Recap As a new quarter begins, we look back on an eventful second quarter for households and investors – … Read More

2020 Q1 Economic Update

In this Q1 recap: COVID-19 hits the United States, followed by heavy economic volatility, government stimulus, and an as-yet untold human cost. Q1 Market Recap The spread of COVID-19 sent stocks tumbling in the first quarter, as health and economic costs of the pandemic began to mount. Stocks remained under pressure despite the Federal Reserve’s lowering of short-term interest rates … Read More

March 2020 Market Recap

In this month’s recap: The CARES Act moves to assist Americans quarantined by COVID-19, providing relief with a $2T stimulus package; markets worldwide react to coronavirus-related volatility. The Month in Cliff Notes The Coronavirus Aid, Relief, and Economic Security (CARES) Act has been signed into law, bringing relief to millions of Americans, most of whom are expected to be quarantined … Read More

Recent Market Volatility

In recent days, the increase in volatility in the stock market has resulted in renewed anxiety for many investors. While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of investing. Additionally, for long-term investors, reacting emotionally to volatile markets may be more detrimental to portfolio performance … Read More

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