One thing about the financial markets -
they never sit still.

The Financial Focus Newsletter is published quarterly to keep you informed on what’s happening with economic trends, current and international market conditions, personal financial planning, financial planning for businesses, as well as the current outlook on the housing market and more. Read newsletters from our archive below and discover how change was anticipated, perceived and responded to.

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FINANCIAL FOCUS NEWSLETTERS

OUTSMARTING YOUR AVERAGE BEAR | 2019 – 3rd Quarter Report

In the third quarter equity investors traveled a rocky road, to end up not too far from where we started.
We experienced a pullback in August of 6% in the S&P 500 index, and the mental and emotional durability of investors and their risk tolerance were once again tested. Fortunately, our clients and their portfolios were well prepared. Interest rates worked beautifully in tandem with equities, and balanced portfolios experienced much less volatility in the quarter as bond prices increased while equity prices went down, and vice versa.

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SUMMER’S SWINGS | 2019 – 2nd Quarter Report

Summer is in full swing and we hope you’re taking some time to unwind and relax. Just when we thought we’d seen it all, the second quarter of 2019 had no shortage of events that captured investors’ attention and rattled their confidence. Fresh off a stellar first quarter in which the Dow was up over 11%, that index then slid in May, ending down 5.5% over the first two months of the second quarter. In June the market rallied back to end the quarter up 2.6%. The first six months of 2019 was the best first half for the Dow in 20 years, coinciding with
the best June for the S&P 500 since 1955. The U.S. stock market is trying to make a sustained break out to a new higher trading level.

 

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Conflicting Signals | 2019 – 1st Quarter Report

With the fourth quarter of 2018 representing one of the market’s worst-performing quarters in roughly a century, 2019 started fraught with uncertainty and lacking direction. Confusion about the economy, politics, and interest rates culminated in relatively high volatility in global stocks as well as bond yields. Mixed corporate earnings and weak manufacturing data further fueled investor anxiety about the health of the world economy. Real GDP growth for Q4 2018 was recently revised downward to 2.2% from 2.6% previously, indicating GDP decelerated in every quarter during 2018.

 

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When Good News is Bad News | 2018 – 4th Quarter Report

The financial markets of 2018 can be summed up with one word, tumultuous. Stocks suffered their largest annual decline since 2008 with the Dow Industrials falling 5.6% and the S&P 500 down 6.2%. Multiple investment themes and cross currents drove stocks to all-time highs in the U.S. and back down to bear market lows. Since the beginning of October, we have seen many market prognosticators call for lower stock prices and a rising number of individual investors become more pessimistic as they say they feel in their gut that the market is going to go lower. With myriad political and economic developments in the final quarter, the angst felt by investors never had a moment to subside before the next bout of news shook the markets.

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Economic indicators are key | 2018 – 3rd Quarter Report

In the final quarter of 2018, we can begin reflecting on a year that has been full of world-shaking developments and, at the same time, surprised by market performance compared to expectations. From new developments in international trade wars to headline-dominating political news, market performance has been focused on corporate earnings and economic data. Investors are simultaneously on their toes and fatigued with the current political and market environment. We’ve reiterated in both our newsletters and podcasts, the fundamentals behind the economy…

 

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Pricing-in changing prices | 2018 – 2nd Quarter Report

The current economic expansion has been much longer and more drawn out than anyone would have anticipated, especially given the depth of the last recession. Corporate earnings have been extremely robust, the economy is effectively at full employment, housing price appreciation has pumped up household net worth and consumers are confident and keeping the economy humming. Yet, investors have been on edge all year as rising interest rates, trade wars, and geopolitical uncertainty shakes any overly-bullish sentiment from the markets…

 

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What not to fear | 2018 – 1st Quarter Report

a barrage of political news, rising geopolitical tensions, and markets that have given some investors heart palpitations, 2018 is off to a tempestuous start. Coming off a stellar year for the equity markets, strong economic tailwinds and the passage of massive tax cuts, investors were given an incentive to remain bullish and invest aggressively, pushing January’s S&P 500 return to 5.6%. The sharp rise seemed justified as the labor market continued to strengthen and economic activity across the board has been rising at a moderate rate. Market-based measures…

 

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How high is up? | 2017 – 4th Quarter Report

As 2017 was prosperous for many, we are reminded that not all saw the same benefit. Our thoughts are with the victims of record-breaking storms and flooding, fires, and mass shootings that occurred. We hope 2018 will be a year of recovery and better fortune. The only thing that seemed not too topsy-turvy in 2017 was the stock market. With the U.S. economy continuing to pick up steam and the global economy synchronized, equities were able to propel higher into new record territories. The current domestic expansion has been the 2nd longest on record. The U.S. isn’t the only economy that’s been a standout. According to Thomson Reuters data…

 

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Steady, as we grow? | 2017 – 3rd quarter Report

In the third quarter, the major U.S. indices hit all-time highs, multiple times as the economy continued to show signs of growth while investors were noticeably willing to shrug off rising tensions with North Korea and the damage inflicted by natural disasters. Kim Jong-Un’s continued provocations, including underground nuclear tests and an array of ballistic missile launches over Japan, only temporarily roiled international markets. Infrastructure rebuilding generally cancels out the adverse economic impact of natural disasters…

 

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Life is good | 2017 – 2nd Quarter Report

Political headlines dominated the news during the first half of 2017, casting shade on global economic data. Reflation trade (fiscal policy meant to expand domestic output) caused growth assets to outperform relative to fixed income, despite June’s bond rally. In the U.S. there is a recovery in business spending, as evidenced by the jump in factory orders and capital spending projects. Consumer confidence is also soaring. If history is a guide, this will translate into stronger consumption growth in the months head. U.S. inflation at the wholesale level fell for the first time in seven months, owing to lower costs for services as well as cheaper fuel for cars and homes. Earnings growth is finally gaining momentum…

 

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State of the Union | 2017 – 1st Quarter Report

Now that we have a President Trump and not the candidate, we’re seeing shifts in policy focuses that will change investment themes as his presidency progresses. We’re already seeing less of a focus on the populist messaging of improving infrastructure and widening health care coverage. His preliminary budget focus has been defense spending with very little attention to infrastructure. The American Health Care Act did nothing to expand coverage, yet was trumpeted by the president. These shifts are what will reorient the focus of investors as the Trump rally loses momentum and more of the agenda…

 

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