Economic Market Summary

Market Down and Dirty Last Week’s Economic/Market Summary  Data  U.S. equity indices were lower last week as various uncertainties weighed on investors. S&P 500 -1.27% Dow -1.30%, Russell 2000 -1.90%, Nasdaq -2.78%1 The All-Country World Index sank 2.75%.1  S&P 500 sub-sectors saw a high degree of variance last week. Energy & Utilities led to the upside with gains of 9.22% … Read More

FEATURE: Geopolitical Events Can Be the Least Effective Input for Decisions

Advisor Hub

While Russia invading Ukraine is attention grabbing and concerning from a humanitarian standpoint, historically, geopolitical events have been one of the least effective inputs for making investment decisions. We feel that in time, this situation could prove non-relevant to investors’ long-term portfolio performance. In our opinion, the two main driving forces of the current overall global economy & markets are: … Read More

Economic Market Summary

Market Down and Dirty Last Week’s Economic/Market Summary  Data  U.S. equity indices were mostly higher last week where volatility was high in both directions. S&P 500 +0.81% Dow -0.06%, Russell 2000 +1.52%, Nasdaq +1.08%1 The All-Country World Index declined 0.34%.1  S&P 500 sub-sectors were mostly higher last week. Healthcare, Real Estate, & Utilities led to the upside with gains over … Read More

Economic Market Summary

Market Down and Dirty Last Week’s Economic/Market Summary Data U.S. equity indices were all lower last week. S&P 500 -1.41% Dow -1.90%, Russell 2000 -0.95%, Nasdaq -1.76%1 The All-Country World Index declined 1.72%.1  S&P 500 sub-sectors were mostly lower last week. Consumer Staples was the only positive sector with a gain of over 1%.1 Energy & Financials led to the … Read More

Winter 2022 Newsletter

And there it goes! 2021 is in the record books and can be remembered for many things…hopefully some of them positive from your vantage point! We could write much on this topic and opinions vary, but for our purposes here, the major item is that it was year two of an ongoing global pandemic/epidemic of the type that has never … Read More