Stay on top of the market
Every quarter we bring you timely insight on the economy and markets to help you on your path to and through retirement.
Stay on top of the market
Check here for quarterly market updates.
Quarterly Market Updates
Market & Economic Outlook | August 2019
It’s the race to zero! Interest rates are falling around the world and we expect further declines in the months to come. Dave and Ashley are summarizing what is going on in the markets and bringing it together for you!
Market & Economic Outlook | July 2019
The trade tensions that escalated in May were the big reason the market went down. They reversed course in June and now we’ve hit all time highs here in early July! Today, Dave’s going to talk about the turnaround in the stock market.
Market & Economic Outlook | June 2019
We were very excited because there’s a lot of interesting events that have happened in the stock market and the economy in the last month or so. May of 2019 was a wild ride for stocks and stocks have quickly reversed course so far in June.
Market & Economic Outlook | May 2019
This month’s newsletter starts off with an update on the economy and the stock market. Stocks climbed to new all-time highs in late April as investors celebrated solid earnings reports and renewed optimism about continued growth of the U.S. economy.
Market & Economic Outlook | April 2019
This month’s newsletter starts off with an update on the economy and the stock market – stocks reached their high in early April, we are seeing stronger economic growth from China and the IPO market is expected to be red hot in 2019. We then move on to looking at several areas that we are emphasizing in our client’s portfolio’s.
Market & Economic Outlook | March 2019
This month’s newsletter starts off with an update on the economy and the stock market. We then move on to looking at several areas that we are emphasizing in our client’s portfolio’s.
Market & Economic Outlook | February 2019
This month’s newsletter starts off with an update on the economy and the stock market. We then move on to looking at several areas the we are emphasizing in our client’s portfolio’s.
Market & Economic Outlook | January 2019
This month’s newsletter starts off with an update on the economy and the stock market. We then move on to looking at several indicators of continued growth.
Market & Economic Outlook | December 2018
This month’s newsletter starts off with an update on the economy and the stock market. We then move on to fixed incomes, why oil is dropping, value investing and our approach to asset allocation.
Newsletter | November 2018
This month’s newsletter starts off with an update on the economy and the stock market. We then move on to a weakening housing market and why interest rates are…
Newsletter | October 2018
This month’s newsletter starts off with an update on the economy and the stock market. We then move on to climbing interest rates, seismic shifts towards value investing, expected holiday sales, oil prices and an example of patience paying off.
Newsletter | September 2018
This month’s newsletter starts off with an update on the economy and the stock market. We then move on to how to avoid…
