2019 Second Quarter Review/Outlook

Market Data for the quarter ended June 28, 2019: • S&P 500 Stock Index: 2942, up 3.8% • Ten-year Treasury Note Yield: 2.01%, down .40% • Gold: $1,440 per ounce, up 8.9% • Oil: $58 per barrel, down 2.6% Stocks advanced in the second quarter, and bond yields...

2019 First Quarter Review/Outlook

Market Data for the quarter ended March 29, 2019: • S&P 500 Stock Index: 2834, up 13.0% • Ten-year Treasury Note Yield: 2.41%, down .27% • Gold: $1,299 per ounce, up 1.4% • Oil: $60 per barrel, up 33.3% Stocks enjoyed their best quarter of returns since 1998, as...

2018 Fourth Quarter Review/Outlook

Market Data for year end 2018: • S&P 500 Stock Index: 2507, down 6.3% • Ten-year Treasury Note Yield: 2.68%, up .27% • Gold: $1,281 per ounce, down 2.1% • Oil: $45 per barrel, down 24.3% Global financial markets faced renewed volatility in 2018 as a confluence of...

2019 Client Letter

Market Data for year-end 2018: • S&P 500 Stock Index: 2507, down 6.3% • Ten-year Treasury Note Yield: 2.68%, up .27% • Gold: $1,281 per ounce, down 2.1% • Oil: $45 per barrel, down 24.3% increased investors’ sense of uncertainty, pressuring returns across almost...

2018 Third Quarter Review/Outlook

Market Data for the quarter ending September 30, 2018: • S&P 500 Stock Index: 2914, up 7.2% • Ten-year Treasury Note Yield: 3.06%, up 0.21% • Gold: $1,196 per ounce, down 9.9% • Crude Oil: $74 per barrel, unchanged The third quarter witnessed the largest quarterly...