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Market Commentary – October 4, 2018

Market Commentary – October 4, 2018

Venturing a bit off the beaten path, I’m writing this letter in Bigfork, Montana. We have a satellite office here and I came up for a long weekend to visit some folks and take in the scenery. It’s very peaceful up here and it’s nice to get away from all of the...
Market Commentary – September 4, 2018

Market Commentary – September 4, 2018

U.S. equities were positive in August as strong earnings and better-than-expected economic growth helped move stocks higher. Overseas markets were slightly negative and continue to lag U.S. markets this year. Bond yields will continue to bounce around as stronger...
Market Commentary – August 2, 2018

Market Commentary – August 2, 2018

Global equity markets moved higher in July, fueled by higher earnings and strong economic growth. Bond yields rose a bit causing the typical bond index to be slightly negative. Yields will continue to bounce around as stronger economic data keeps the Fed on course to...
Market Commentary – July 1, 2018

Market Commentary – July 1, 2018

The markets continued a pattern of muted returns over the past 3 months in spite of strong economic and earnings news. U.S. equity markets were slightly up, while most international markets were down. Bond returns continued to disappoint as most bond averages remain...
Market Commentary – June 2, 2018

Market Commentary – June 2, 2018

Global equity markets were mixed in May with the U.S. showing positive returns while overseas stocks were slightly down. Bond yields continue to bounce around as stronger economic data keeps the Fed on course to continue raising rates. My stance remains to stay away...
Market Commentary – March 2, 2018

Market Commentary – March 2, 2018

Volatility returned to the markets in February, ending a record for the longest time without at least a 5% decline. At the lowest point, US equity markets dropped just over 10% as margin calls, technical factors, and computerized trading resulted in an “unwinding” of...

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