All major asset classes advanced in the third quarter amidst increased volatility and despite some sharp September declines. | EQUITIES U.S. equity indices were up across the board in the third quarter, led by the Dow Jones Transportation Index (up 22.43%) and the...

Virtually all asset classes produced gains in the second quarter, although only precious metals and fixed income were positive for the year to date. After the “sell everything” decline in March, markets reflected a “buy everything” mood in the second quarter. In fact,...

Our world has changed more profoundly than most of us can remember. A global health emergency which compels the world to come to a halt is simply unprecedented in the modern era. The effect of Covid-19 on our physical health and economic well-being has clearly been...

As 2018 was the worst year for financial markets in 45 years, 2019 was one of the best years on record for all investments. | EQUITY MARKETS Equities performed well domestically and internationally. The S&P 500 rose 9.1% in the fourth quarter to finish the year up...

The third quarter saw renewed volatility in equities, additional gains in fixed income, and strong movement in precious metals. I EQUITY MARKETS The S&P 500 was up 1. 7% for the quarter, but the NYSE as a whole and NASDAQ both declined slightly (0.34% and 0.09%...

The second quarter saw renewed volatility in stocks, strong performance from bonds, and the possible beginning of a breakout in precious metals. I EQUITY MARKETS Domestic equities outperformed both international developed and emerging markets. For the quarter, the...

After a historically poor year across all asset classes, most assets turned around in the first quarter of 2019. I EQUITY MARKETS Stocks had a strong quarter both domestically and abroad. Rebounding from its worst December since 1931, the S&P 500 advanced more...

I U.S.+ INTERNATIONAL EQUITY MARKETS U.S. equities enjoyed the best quarter in five years with the S&P 500 and NASDAQ up over 7%. The U.S. economy, according to Federal Reserve Chair Jerome Powell, is in the midst of a "remarkably positive" period with a...

The fourth quarter saw continued - even increased - volatility in the markets, as virtually every major asset class reversed course during the quarter and finished down on the year. All major U.S. equity indices declined more than 10% in the fourth...

US equities significantly outperformed international equities in both developed and emerging markets in the second quarter of 2018. Domestic stocks outpaced foreign stocks by 6.2% in the quarter, bringing the 10-year performance gap between US and foreign stocks to...

For the first time in ten quarters, most global developed equity markets declined in value for the period ending March 31, 2018. The-tech heavy NASDAQ was able to advance, along with emerging market equities.  The year began with rampant optimism around equities as...