InvestmentUpdate

Investment Update, Second Quarter 2017

Global equity markets rose during the first half of 2017. In fact, annualized returns are on pace for the fifth best showing in 30 years. The MSCI All Country World Index (ACWI) generated a total return of 4.45% during the second quarter of 2017, bringing its year-to-date return to 11.82%.
InvestmentUpdate

Investment Update, Fourth Quarter 2015

The S&P Index ended 2015 at 2,044, almost exactly where it started the year at 2,059. Including dividends, the Index’s total return for the year was +1.38%. Volatility was higher than in any year since 2008. Market performance was very concentrated.
InvestmentUpdate

Investment Update: Fourth Quarter, 2010

This is a quarterly update of economic conditions and investment strategy. Economic Conditions For the U.S. economy, 2010 was a […]
InvestmentUpdate

Investment Update: Third Quarter, 2010

This is a quarterly update of economic conditions and investment strategy. Economic Conditions There were numerous reminders in the third […]
InvestmentUpdate

Investment Update: Second Quarter, 2010

This is a quarterly update of economic conditions and investment strategy. Economic Conditions Real gross domestic product (GDP)—the output of […]
InvestmentUpdate

Investment Update: First Quarter, 2010

This is a quarterly update of economic conditions and investment strategy. Economic Conditions The U.S. economic recovery continues, with a […]
InvestmentUpdate

Investment Update: Fourth Quarter, 2009

This is a quarterly update of economic conditions and investment strategy. Economic Conditions The expected recovery in the U.S. economy […]
InvestmentUpdate

Investment Update: Third Quarter, 2009

This is a quarterly update of economic conditions and investment strategy. Economic Conditions We expect positive GDP in the last […]
InvestmentUpdate

Investment Update: Second Quarter, 2009

This is a quarterly update of economic conditions and investment strategy. Economic Conditions First quarter, 2009 U.S. GDP decreased at […]
InvestmentUpdate

Investment Update: First Quarter, 2009

This is a quarterly update of economic conditions and investment strategy. Economic Conditions Fourth quarter, 2008 U.S. GDP decreased at […]
InvestmentUpdate

Investment Update: Fourth Quarter, 2008

This is a quarterly update of economic conditions and investment strategy. Economic Conditions Third quarter, 2008 GDP decreased at an […]
InvestmentUpdate

Investment Update: Third Quarter, 2008

This is a quarterly update of economic conditions and investment strategy. Economic Conditions While second quarter GDP increased at a […]
InvestmentUpdate

Investment Update: Second Quarter, 2008

This is a quarterly update of economic conditions and investment strategy. Economic Conditions We see a very slow growing U.S. […]
InvestmentUpdate

Investment Update: Fourth Quarter, 2007

This is a quarterly update of economic conditions and investment strategy. Economic Conditions Third quarter, 2007 GDP increased at an […]
InvestmentUpdate

Investment Update: Third Quarter, 2007

This is a quarterly update of economic conditions and investment strategy. Economic Conditions Second quarter, 2007 GDP increased at an […]
InvestmentUpdate

Investment Update: Second Quarter, 2007

This is a quarterly update of economic conditions and investment strategy. Economic Conditions First quarter, 2007 GDP increased at an […]
InvestmentUpdate

Investment Update: First Quarter, 2007

This is a quarterly update of economic conditions and investment strategy. Economic Conditions Fourth quarter, 2006 GDP increased at an […]