Archive

Archive for August, 2015

Investment Note – “Not The Time To Panic”

In recent days we have seen the broader equity markets decline swiftly in reaction to several events that have taken place.  We remain firm that long-term fundamentals remain positive and these market disruptions are not systemic of a broader global failure…  

2015 July Insight Report

STILL WAITING FOR SPRING SNAPBACK   Economic Data Economic headlines in July were dominated by global risk hotspots (Greece, China) and falling commodity prices, but behind the headlines, U.S. economic data told a story of slow but steady economic improvement…  

2015 2nd Quarter Fixed Income Comments

In the second quarter of 2015, the possibility of a June rate increase by the Federal Reserve came and went quietly, with markets unsurprised when rates remained the same. Speculation continues for the date of “liftoff” and there are plenty of arguments for and against rate increases. In the short term, it appears the Fed will raise rates 0.25%…

2015 2nd Quarter Equity Comments

The second quarter of 2015 brought with it the tenth consecutive quarterly gain for stocks; unfortunately that gain was only 0.3%. After positive economic news helped drive gains throughout much of the quarter, stocks surrendered nearly all of those gains in June when concerns about Greece, China, and Puerto Rico all contributed to a 1.9% drop in the S&P…