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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 »
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 »
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