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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 »
The third quarter saw the market continue its recovery rally off of the March lows, although the pace was more moderate than in the second quarter. July and August posted sizable gains with the S&P 500 rising 5.6% and 7.2% respectively, which brought the index to a new all‐time high. … Read more »
Last week the S&P 500 surpassed its previous record high, set in February, almost exactly six months ago. This high was just before the coronavirus crisis began in earnest here in the United States. The rebound from the March lows makes this year’s selloff the shortest bear market in history. … 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 »
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 »
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 »
The market finished 2018 the same way it began, with steep declines and wild volatility. Following a smooth rally in the third quarter, which brought the market to new all-time highs, the fourth quarter began with a sudden and steep drop, which reached its crescendo on Christmas eve. The dramatic … Read more »
December 2018 has been a miserable month and the end of a terrible quarter for the stock market. Unrelenting volatility and sales pressure has driven returns lower by the day. How bad is it? As of this writing (on Christmas Eve), the S&P 500 has declined 19.3% this quarter. Using … Read more »
We are pleased to announce that we were ranked #17 in this year’s list of top Houston-area wealth management firms published by the Houston Business Journal. The list ranks leading wealth management firms & practices with investment minimums of less than $1 million. The list is compiled through questionnaires and … Read more »
We are a NAPFA Member Firm and are included in the registry for the Institute for Fiduciary Standards.
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