by dkelley | Jul 23, 2021 | blog
Q3 2021 Global Asset Allocation Views Market Review Stocks hit new highs as pandemic recedes – equity markets were finally able to hit new highs in June after trending sideways during the first part of the quarter. The latest grind higher was led by big tech after...
by dkelley | Jul 15, 2019 | blog
Global Asset Allocation Views – Q3 2019 Q2 Highlights – Markets – The S&P 500 returned 3.79% to settle at its all-time closing high. The Russell 2000 (a representation of small cap companies) closed up 1.74% and posted a new two month high. International markets...
by dkelley | Jan 29, 2019 | blog
Global Asset Allocation Views – Q1 2019 Quarter in Review The 4th quarter of 2018 did not go as planned, though in reality nothing about investing truly ever goes to plan. The S&P 500 had just hit an all-time high and we were heading into historically...
by dkelley | Jan 12, 2018 | blog
Global Asset Allocation Views – Q1 2018 Last year turned out a lot quieter than many pundits had expected going into the year. The markets brushed off any potential geopolitical turmoil surrounding North Korea, Brexit, and trade wars with China. There were only...
by dkelley | Sep 22, 2017 | blog
Sorry for the pun (hopefully you have heard of The Story of Goldilocks and the Three Bears), but as we get near year-end it seemed opportune to discuss the current market sentiment and our future outlook. The U.S. economy is currently in a sweet spot, or a Goldilocks...
