Monthly Archives April 2018

2018 Q1 Investor Quarterly Market Commentary and Investment Perspectives

Greetings, The first calendar quarter of 2018 saw the end of the longest consecutive monthly gains (fifteen) for the S&P 500 Index in history, a “flattening” of the U.S. bond yield curve, a “narrowing” of credit spreads, and a change in the leadership of the Federal Reserve Bank. The S&P 500 Index started the year in a continuation of the strong 2017 advance (+21.14%, including reinvested dividends), rising +7.45% the first three-plus weeks of the year to its record high level of 2,872.87, before plummeting (-10.16%) over the next nine trading days. It bounced around the mid-point of those two
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April 2018 Special Report: Weighing the Evidence

Greetings, Unless you’ve recently returned from a very long vacation to someplace so remote that news doesn’t reach it, you’re probably aware that the capital markets are behaving far differently in 2018 than they were in the prior year. This special April 2018 report digs into the evidence evident in the market and the potentially positive and negative results of what lies ahead. Read the full article in the downloadable PDF »
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