2017 Year in Review

2017 was a year for the record books. For the first time ever, global stock markets posted positive monthly returns for 12 straight months, a remarkable achievement. Additionally, it did so with few moves to the downside, which is perhaps surprising when one considers the…
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Year in Review

2016 – Year in Review

“It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.” -Mark Twain Surprise /sə(r)ˈprīz/ – An unexpected or astonishing event, fact, or thing. 2016 was a year of surprises from start to finish. It…
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Year in Review

2015 – Year in Review

Each January we revisit the year behind us and review what worked well and what didn’t work as well. To set the stage for this year’s conversation, many of the global concerns and challenges of 2014 carried over into 2015 and took markets lower. In…
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Year in Review

2014 – The Year in Review

Quarterly Investment Commentary The fourth quarter got off to a rocky start, with a steep selloff in stock markets due to concerns about global economic growth and the end of the Fed’s bond purchasing program known as Quantitative Easing. This decline proved to be transitory…
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