Weekly Market Digest: The Importance of Remaining Disciplined

Weekly Market Digest: The Importance of Remaining Disciplined

This week could be described as volatile. Markets started off the week in the red and continued to trend that way on trade uncertainty until Friday when positive economic data was released with regards to unemployment and wage growth. Weekly Returns S&P...
What Moved the Markets in November?

What Moved the Markets in November?

The Trade War Stocks marched higher in November, driven by optimism for a “Phase One” trade deal with China and indications suggesting continued accommodative monetary policy from the Fed. Regarding trade, we view signs of cooperation between China and the...
Weekly Market Digest: The Streaming Showdown

Weekly Market Digest: The Streaming Showdown

The S&P 500 notched its sixth straight week of gains, the longest weekly winning streak in two years. Broad gains in the index were primarily driven by trade optimism over a phase 1 trade deal between the U.S. and China. Most of the weekly gains came on...
Weekly Market Digest: The Trade War Takes Center Stage

Weekly Market Digest: The Trade War Takes Center Stage

This week, U.S. equities moved higher, quietly hitting all-time highs on hope that a “phase 1” trade deal with China could be nearing completion. But the week was filled with twists and turns, and on Friday President Trump even commented that the U.S. hasn’t...
ETF vs. Mutual Fund: What’s the Difference?

ETF vs. Mutual Fund: What’s the Difference?

When constructing an investment portfolio, you’ll probably include a variety of stocks and bonds among the securities you purchase. Stocks and bonds can be purchased individually or as part of a bundle of securities known as a mutual fund or an exchange...
What Moved the Markets in October?

What Moved the Markets in October?

October Market-Movers – An Overview After a slow start, global equities marched higher in October, driven again by central bank monetary policy and encouraging signs in trade discussions with China. The Fed cut rates for a third time, but signaled...
Is Buying a Home a Good Investment?

Is Buying a Home a Good Investment?

Why buying a home might not be the great investment you think it is… People often think of buying a home as a great investment. After all, most of us have seen house prices in major metro areas like San Francisco, Denver, and New York City fetch huge...
Weekly Market Digest: Taking the Pulse of Investor Sentiment

Weekly Market Digest: Taking the Pulse of Investor Sentiment

A “better than feared” jobs report helped boost stocks for the week. On Wednesday, the Fed cut interest rates for a third time and indicated it would likely be on hold for at least the remainder of the year. Earnings continue to come in modestly ahead of...