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4th Quarter 2019 Market Commentary

The investment markets certainly know how to close out a decade in style. Just as 2009 ended the first decade of the 2000’s with strong performance across asset classes, 2019 ended the most recent decade the same way.

25th Anniversary

This month, we celebrate the 25 year anniversary of the founding of our firm. First and foremost, we want to thank YOU, our clients and friends of the firm, for your support and confidence over these years.

2019 Year-End Planning

The end of the year represents the perfect opportunity to reflect on the last twelve months and to review your overall personal financial situation. We’ve now had a year to assess the impact of last year’s tax reform bill and to understand how your own tax situation was affected.

2019 Third Quarter Market Commentary

For Every Positive, There is a Negative - In the US, large cap stocks finished the quarter up close to 2%, but mid cap stocks were flat and small cap stocks lost about 2%. Outside of the US, developed market stocks were just barely negative but emerging market stocks were down over 4%. In commodities, gold posted a strong 4% return, but the broader commodity index lost 2%.