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Recent Updates

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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“It’s Just like (1999/2007)” … No, It’s Not

Weekly Commentary, December 1st, 2017    Summary Equity markets were mixed this week with U.S. equities (S&P 500) up 1.57% and international equities (EAFE) down -0.73%. Fixed income markets were down this week with...

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An Investor’s List of Things to Be Thankful For

Weekly Commentary, November 24th, 2017   Summary Equity markets after a few down weeks rebounded sharply across the globe in this shortened week, with U.S. stocks (S&P 500) up 0.79% and international stocks (EAFE)...

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Truthers, Skeptics and Flat-“Yielders”

Weekly Commentary, November 17th, 2017   Summary Equity markets were negative this week with U.S. stocks (S&P 500) down -0.09% and international stocks (EAFE) down -0.53%  Fixed income markets were positive this week with investment...

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Let’s Try to Keep Things in Perspective

Weekly Commentary, November 10th, 2017   Summary Equity markets were down slightly this week with the S&P 500 off 0.14%, while international markets were down 0.74%. Fixed income markets were also down with high-quality...

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How to Avoid Having to Ask “Where’d All My Money Go?”

Weekly Commentary, November 3rd, 2017   Summary Equity markets were positive this week with U.S. stocks (S&P 500) up 0.29% and international stocks (EAFE) up 0.90% Fixed income markets were mixed with investment grade...

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Buying into One's Biases

Weekly Commentary, October 27th, 2017   Summary Equity markets were mixed with U.S. stocks (S&P 500) up 0.23% and international stocks (EAFE) down -0.23% Fixed income markets were down this week with investment grade...

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Halloween Hasn’t Always Been the Scariest Thing in October

Weekly Commentary, October 20th, 2017 SUMMARY Equity markets were mixed with U.S. markets taking the lead with the S&P 500 up 0.85%, while international markets took a breather -0.33%. Fixed income markets were...

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What Do Investors Really Have to Fear on Friday the 13th?

Weekly Commentary, October 13th, 2017   Summary Equity markets were both up for the week with the S&P 500 +0.23%; while international stocks (EAFE) continued to post strong numbers +1.67%. Fixed income markets had...

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It Doesn’t Matter That Your Neighbor Thinks the “Markets” Are Expensive

Weekly Commentary, October 6th, 2017   Summary Equity markets were mixed this week with US equities (S&P 500) up 1.24% and international equities (EAFE) down -0.09% Fixed income markets were also mixed with investment...

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