Entries by casey

September 2017 Market Watch

Dear Valued Investor: During the past several weeks, we’ve seen news headlines dominated by everything from extreme weather toheightened geopolitical risks, with speculation on policy changes in the U.S. an ongoing hot topic. With so many events competing for our attention, how do we know where to focus? As investors, it’s important that as we acknowledge […]

August 2017 Market Watch

August 17, 2017 Dear Valued Investor, As summer winds down, vacations come to a close, and kids head back to school, the calendar is relatively quiet in terms of major market events. Earnings season for corporate America—which was a good one—is behind us. No rate hike is expected at the next Federal Reserve policy meeting […]

May 2017

May 17, 2017 Dear Valued Investor, Another earnings season is in the books and it was a good one. With more than 90% of S&P 500 companies having reported first quarter 2017 results, S&P 500 earnings are tracking to a solid year-over-year increase of more than 14% (Thomson Reuters data). That mark, should it stand […]

April 2017

April 17,2017 Dear Valued Investor, The world’s oldest annual marathon was run on April 17 as amateur athletes from around the world descended on Boston, Massachusetts for the 121st running of the Boston Marathon. While elite athletes grab the headlines, over 25,000 entrants finished the marathon. Training for and running a marathon takes fortitude and patience, […]

March 2017

March 17, 2017 Dear Valued Investor, It’s March, and that means one thing: March Madness. All across the country, people are filling out their brackets, studying the teams, and trying to pick that upset that will impress their friends and coworkers with their basketball acumen. The anticipation of the NCAA college basketball tournament reflects the […]

February 2017

February 17, 2017 Dear Valued Investor, It’s still early in the year, but a lot has been happening both in markets and the economy. The stock market has gotten off to a strong start in 2017. The Dow’s first close ever above the 20,000 level drew a lot of attention to the granddaddy of the […]

January 2017

January 19, 2017 Dear Valued Investor, Markets are off to a much better start in early 2017 than in 2016. After 10 trading days, the S&P 500 is up 1.3% year to date, compared to an 8% decline during the same period in 2016. You may recall that a year ago, in early 2016, markets […]

2017 Outlook

December 31, 2016 Dear Valued Investor, Heading into the New Year, we are mindful of market milestones that have come together to influence the investment landscape: a new president and administration, the stabilization of oil prices, and the end of an earnings recession. Being prepared for 2017 is about gauging these and other milestones, understanding […]