April brings showers, baseball, tax deadlines, and historically,the best month of the year for the S&P 500 Index (over the last 20 years). The S&P 500 had its best first quarter since 1998. And in March we celebrated the 10-year anniversary of the current bull market. Although the U.S. economy may have hit a soft patch to start 2019, the fundamentals supporting economic growth and corporate profits lead us to believe the bull market and this economic expansion could continue. Read more here… Q1 Economic Update
2018 Q4 Economic Update
Happy New Year! Welcome to 2019 and a new ski season. One of the best pieces of advice I've received about skiing more difficult terrain was, "Find your line, trust it and ski it." While this makes perfect sense, it's much easier to say than do – particularly when starring straight down at an endless sea of moguls! Read more here… Q4 Economic Update
2018 Q3 Economic Update
Welcome to playoff baseball season (sorry Giant fans!). Q3 2018 will certainly be remembered in the history books – we are living through and witnessing painful partisanship in our politics yet the economy is showing incredible strength and resilience. The US economy is the envy of the world right now despite our floundering geopolitical backdrop. Read more here… Q3 Economic Update
2018 Q2 Economic Update
So far this year, the business cycle has brought the fiscal policy changes that were expected to propel economic activity and the financial markets higher in 2018. While domestic markets are positive, international markets have suffered a minor setback. Read more here… Q2 Economic Update
2018 Q1 Economic Update
The first quarter of 2018 opened like the previous 15 months with the S&P 500 continuing its uptrend, surging more than 5% and setting an all-time high on January 26th. February, however, was a different story. The index officially entered "correction" territory by falling more than 10%. March recovered then declined further. For the first time in three years, the S&P 500 posted a negative quarterly return of -0.8% (WSJ). Volatility is back. Read more here... Q1 Economic Update
