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Outlook The quarter began strong with the continuation of the torrid market rally that began last spring. July posted a positive return for the S&P 500 of 2.4%. August followed with an even stronger 3.0% gain. September, however, saw the first decline for the index since January with a decline … Read more »
Outlook The first quarter saw the market continue its recovery rally from the March 2020 lows, although the pace was more moderate than in the fourth quarter. January saw an early rally fade and retreat, with a monthly loss of –1.0%. In February and March, the market found its footing … Read more »
Outlook The fourth quarter accelerated the market rebound that began in the spring, even as the COVID‐19 crisis worsened and we held one of the most contentious Presidential elections in recent history. For the year, the S&P 500 increased an impressive 18.4%. A fantastic performance in any year, but especially … Read more »
Stick to your plan As we prepare to enter the final weeks of the 2020 election cycle, we fully expect the financial and political airwaves to be full of dire warnings. Depending on your point of view, you might be tempted to wonder, “Will Trump be re-elected and lead the … Read more »
Market Recap For the quarter, U.S. stocks rose sharply, with the S&P 500 gaining 20.5%. International stocks also advanced, with the MSCI EAFE climbing 14.9%. Bonds also increased, with the Bloomberg Barclays Aggregate Bond Index rising 2.9%. Outlook We began the second quarter in the midst of an economic catastrophe … Read more »
Market Recap For the quarter, U.S. stocks fell sharply, with the S&P 500 losing 19.6%. International stocks also declined, with the MSCI EAFE falling 22.8%. Bonds were the only winner in the quarter, with the Bloomberg Barclays Aggregate Bond Index rising 3.2%. Outlook The year began in a seemingly normal … Read more »
Our Take on What’s Happened, What to Expect and What to Do. We have been as surprised as anyone about the rapid onset of the COVID-19 virus and the equally rapid deterioration in financial markets. As markets began to understand the uncertainty surrounding the virus and the various policy responses … Read more »
The stock market has been battered this week and the apparent catalyst is the ongoing spread of the COVID-19 Coronavirus that originated in China. The selling has been widespread with markets around the globe declining by more than 10% over just a few trading sessions. However, the market reaction appears … Read more »
Robert Kaplan Discusses the Texas Economy at the CFA Society of Houston Luncheon Robert Kaplan, president of the Federal Reserve Bank of Dallas, spoke recently at a lunch sponsored by the CFA Society of Houston. As Director of Investments for Horizon Wealth Advisors, I am a member of the CFA … Read more »
Outlook For the year, the S&P 500 posted an incredible 31.5% gain, which is the best annual return since 2013, when the index gained 32.4%. Prior to that, you have to look back to the heady days of the tech bubble to find a similar result. So, last year’s rally … Read more »
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