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Recent Updates

Well It Finally Happened … Now What?

Weekly Commentary, February 9th, 2018   Summary  Equity markets had a tough week with both the S&P 500 and EAFE down over 5% (-5.16% and -5.46% respectively). After briefly reaching “correction” territory (-10%)...

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Pullbacks – The Importance of Principles

Weekly Commentary, February 2nd, 2018   Summary Equity markets came back to reality a bit this week as the S&P 500 dropped 3.88%, while international stocks (EAFE) were down 3.59%. Fixed income markets...

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Where Are You Putting Your Faith & Focus?

Weekly Commentary, January 29th, 2018   Summary Equity markets – surged around the globe again this week with the S&P 500 +2.20% and international stocks (EAFE) +1.51%. Fixed income markets – were also...

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May I Ask You Something?

Weekly Commentary, January 19th, 2018   Summary Equity markets had yet another strong week with the S&P 500 up 0.90% and International stocks (EAFE) up 0.86%. Fixed income markets on the other...

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Frogs in Boiling Water

Weekly Commentary, January 12th, 2018   Summary Equity markets experienced another strong week with U.S. stocks (S&P 500) up 1.65% and international stocks (EAFE) up 1.59% Fixed income markets on the other hand were...

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Let’s Go!

Weekly Commentary, January 5th, 2018   Summary Equity markets started the year off with a bang this week with U.S. equities (S&P 500) up 2.61% and international stocks (EAFE) up 2.43%. Fixed income markets...

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A Look Forward and a Look Back

Weekly Commentary, December 29th, 2017   Summary Equity markets were mixed in this shortened week with U.S. stocks (S&P 500) down -0.19% and international stocks (EAFE) up 0.64% Fixed income markets were positive with...

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Preparing for the Unexpected - by Ron Kincaid and Cassie Camerer

Weekly Commentary, December 22nd, 2017   Summary Equity markets were up again with the S&P 500 +0.38% and international equities (EFA) +1.27% for the week. Fixed income markets finished down for the week...

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Exploring Market Floors/Ceilings to See How Much “Room” Investors May Have in 2018

Weekly Commentary, December 15th, 2017   Summary Equity markets were positive this week with U.S. stocks (S&P 500) up 0.38% and international stocks (EAFE) up 0.19% Fixed income markets were mixed with investment grade...

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Patsies, Prophets and Processes: REDUX

Weekly Commentary, December 8th, 2017   Summary Equity markets experienced modest gains this week with U.S. equities (S&P 500) up 0.40% and international equities (EAFE) up 0.01%. Fixed income markets also had slightly positive...

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