Economic & Market Update

EXECUTIVE SUMMARY  Stocks have reclaimed most of the losses of the 4th Quarter of 2018 with all asset classes participating in the march up as deteriorating global economic conditions seem to have stabilized. The disparity between interest rates available for cash saving options are broad and represent a great planning opportunity at this time. Global…

Executive Summary Stock markets posted their worst December since the Great Depression turning the markets negative on the year. The global economy is taking a bit of a hit with indications of slowing in multiple advanced and developing economies across the globe. The government shutdown, now in its 6th week, will slow or wipe out…

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios and features a quarterly topic.

Investment Management Research Group (IMRG) of 1st Global Impending signs of “doom” lurking around the corner sent U.S. stock markets into a tailspin this week, falling roughly 4 percent at their lowest intra-day point. Volatility and downward pressure has been a relatively consistent theme for the Dow Jones Industrial Average, the S&P 500 index and…

Executive Summary Domestic stock markets and particularly tech stocks have performed well in 2018, but more traditional companies, bonds, and international assets have not kept pace. Addressing uncertainty requires time spent identifying how a market downturn or recession will impact your financial plan.  The Federal Reserve is optimistic for continued strength in the economy although…

AN ECONOMIC AND MARKET UPDATE Quarterly Market Update – July 2018 EXECUTIVE SUMMARY • An increasing interest rate environment is forcing us to remember why we invest in bonds in the first place. • Monetary and fiscal policy are at odds with one another as higher rates mute the GDP multiplier of the Trump tax cuts. •…

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios and features a quarterly topic.

Quarterly Market Update – April 2018 Executive Summary Global markets have sold off amidst a spate of disconcerting news. We now live under a new tax regime and early analysis confirms our original assessment that most taxpayers will be better off, with three groups identified as clear winners. The trade war with China is generating…

Quarterly Market Update – January 2018 Executive Summary The last year saw a strong shift in market growth with international markets outpacing the United States.   Tax reform will take time to fully understand, but currently it looks like most filers will benefit, particularly those who are married with children at home. The Federal Reserve and…

AN ECONOMIC AND MARKET UPDATE Quarterly Market Update – October 2017   Harvey is now the most expensive weather event in US history. With continued development in coastal areas this is unlikely to remain the case. Economic modeling of storms in the Pacific shows long-term negative impacts on income providing insight to what may happen…