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        Newsletter - 3rd Quarter 2019

        After some concerns and declines during the summer, major equity markets showed mixed results for the third quarter of 2019. Trade War and tariffs between China and the U.S. bring market anxieties. Interest rates are still in the spotlight as Fed cuts rates twice in Q3. Now is the ideal time to revisit your personal objectives and the strategies to achieve them.

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        Newsletter - 2nd Quarter 2019

        During the first half of 2019, capital market returns were very robust with both equity and fixed income investors experiencing positive results. This marks the longest bull market on record for the U.S. stock market.

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        Newsletter - 1st Quarter 2019

        During the first three months of 2019, investors had a lot to cheer about as U.S. equity markets turned in their best quarterly gains in nearly a decade.

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        Newsletter - 4th Quarter 2018

        After a long period of respectable returns, most investors in balanced portfolios during the fourth quarter of 2018 experienced significant losses.

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        Newsletter - 3rd Quarter 2018

        For the third quarter of 2018, the U.S equity market showed much resilience in the face of some concerning short-term events.

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        Newsletter - 2nd Quarter 2018

        Volatility subsided in the second quarter despite renewed fears over a looming trade war with China as well as ongoing concerns over the Fed’s interest rate policy.

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