Quarterly Newsletters

CURRENT EDITION:
Q1 2018 market commentary

Market Commentary – Q1 2018

THE MARKET PENDULUM

By: James K. Tonrey, Jr., Chief Executive Officer

Last year was a very unusual year for the equity markets. It was the first time in history that the market had positive returns every month in the calendar year Notably it was also one of the least volatile years on record with 1-2% daily swings. This low volatility combined with a very healthy annual return was certainly the best of both worlds. The first quarter of 2018 has proven that nothing stays static in life, especially the financial markets. It is with this sentiment that we need to look under the hood to see what is behind the recent upswing in volatility and how long-term investors should view it.[Read More]

PREVIOUS EDITIONS:
December 31, 2017
September 30, 2017
June 30, 2017
March 31, 2017
December 31,2016

coulser-advocate-small