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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 »
Quarterly Results Following a period of heightened volatility earlier in the year, the third quarter saw the market break out once again to the upside, with an impressive 7.7% return for U.S. stocks as measured by the S&P 500. This brings the year-to-date total return for the index to 10.6%. … Read more »
Following a period of elevated volatility earlier in the year, the second quarter saw the market return to a much more stable and positive pattern, with each month posting a positive return. However, despite the positive returns, the year-to-date gain of 2.7% for the S&P 500 falls well short of … Read more »
Following an incredible year that enjoyed better than average market returns and remarkably low volatility, the market’s smooth ride turned rather chaotic during the first quarter. January began the year with an impressive gain, with the S&P 500 increasing 5.7%, which is the best January return in 21 years. Then … Read more »
Worldwide equity markets have continued their march upward during the beginning of 2018. Following is a look back at the last year and a look forward into the future and we think circumstances support a continuing move upward, although valuations are high and rising. For last year’s fourth quarter, U.S. … Read more »
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