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Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy and the global financial markets. Global Economy: The New Year brought a new attitude toward risk assets, propelling the S&P 500 to its best January since

Background Formally defined by Merriam-Webster, an investment is “the outlay of money usually for income or profit.” Generally intended to meet financial objectives years into the future, the act of investing is consequently a long-term endeavor. Despite this fundamental understanding, investors of all levels of sophistication spend a great deal

Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy and the global financial markets. Global Economy: Perhaps “Down-cember” would be a better name for the final month of 2018, as equity markets declined significantly, despite

Policy Normalization on Target:  In a unanimous vote, the FOMC voted to raise the target range for the Fed Funds rate to 2.25% to 2.50%.  As has been the case for recent changes, this 0.25% hike was well-telegraphed and generally expected by the market, though recent market turmoil had reduced

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: November was a back-and-forth month for global financial assets. While sentiment began the month relatively strong, on the

Monthly Market Update for October Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: October was a dismal month across the globe, with trade tensions between the

HISTORY & BACKGROUND Midterm elections in the U.S. occur mid-way through a President’s term in office. Every four years, all 435 seats in the House of Representatives and typically 33 or 34 of the 100 seats in the Senate are up for re-election. History has shown that mid-term elections have

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: Global growth continued to decelerate in September, with the divergence between the buoyant US economy and the rest