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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 »
Owen Murray Shares Thoughts with Houston Chronicle About Stock Market Impact on Home Sales The Houston Chronicle recently reported that December home sales in the Houston area jumped 14 percent from the year before and that a total of 102,500 homes were sold in Houston in 2019, the first time … Read more »
Quarterly Returns For the year, so far, the S&P 500 is up an impressive 20.6%, which is the best year-to-date performance through September since 1997. While the third quarter ended on a positive note, there was more than enough volatility to rattle investor nerves. While the S&P 500 was up … Read more »
Horizon Wealth Advisors’ Owen Murray Discusses this Concern with US News and World Report We have had many recent scares, from an ongoing trade war with China to waking up to an inverted yield curve, which have caused reaction amongst investors. During a time with so much noise, it’s hard … Read more »
The Houston Chronicle recently published an article about the surprising data just released by the Houston Association of Realtors. The date shows that although mortgage interest rates have declined to three-year lows and the Houston economy has been thriving, month-over-month homes sales declined in August. August is known to be … Read more »
Yesterday, investors woke up to the news that the yield curve has inverted, which means that short-term bond yields are higher than long-term bond yields. In this case, investors were focused on the difference between the 2-year and 10-year U.S. Treasury bond yields. This is considered to be worrisome because … Read more »
The second quarter continued the sharp upward momentum that began in the first quarter, with the S&P 500 adding 4.3% for the quarter. The strong market performance brought new all-time highs for the S&P 500 and Nasdaq. With two positive quarters in the books, the S&P 500 is up an … Read more »
In recent days, the stock market has experienced a bout of volatility. This follows headlines relating to setbacks in the ongoing trade negotiations between the U.S. and China. Specifically, President Trump threatened a new round of tariffs on imported goods from China, and China responded in kind with their own … Read more »
Market Recap For the quarter, U.S. stocks rose sharply, with the S&P 500 gaining 13.7%. International stocks also rallied, with the MSCI EAFE climbing 10.0%. Bonds increased as well, with the Bloomberg Barclays Aggregate Bond Index rising 2.9%. Outlook Following a steep drop at the end of 2018, the year … Read more »
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