Investment Review – June 2017

June 13, 2017 Investment Review
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The major U.S. equity indices posted strong gains in May. The Nasdaq Composite increased 2.5%, the S&P 500 added 1.2% and the Dow Jones Industrial Average rose 0.3% for the month. Better than expected Q1 earnings and improving economic data were the main drivers for the upward move. U.S. crude prices declined approximately 10% over the last […]

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Investment Review – May 2017

May 8, 2017 Investment Review
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After taking a breather in March stocks rebounded in April: The Nasdaq Composite rose an impressive 2.3%, the Dow Jones Industrial Average and the S&P 500 each rose a solid but more modest 1.3% and 0.9%, respectively. Non-U.S. markets were strong too. The EAFE index which captures developed markets in Europe, Australia and the Far East […]

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Investment Review – April 2017

April 11, 2017 Investment Review
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Stocks took a breather in March; the Dow Industrial Average and the S&P 500 closed the month almost flat with declines of .7% and .3%, respectively. The Nasdaq composite rose 1.5% and closed a hairsbreadth from its all-time high of 5,914 as investor interest turned to technology shares. For the first quarter, the 5.5% gain by […]

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Investment Review – March 2017

March 7, 2017 Investment Review
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U.S. risk appetite remained strong in February. Each of the three major indices posted positive returns. The NASDAQ Composite gained 3.9%, the S&P 500 rose 4.0%, and the Dow Jones Industrial Average advanced 5.2% during the month. U.S. retailers continue to face a multitude of industry challenges, including adapting to the rapid growth in online shopping, benign […]

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Investment Review – February 2017

February 21, 2017 Investment Review
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Each of the three major indices posted positive returns in the first month of 2017. The NASDAQ Composite led the way gaining 5.3%. The S&P 500 advanced 2.0% and the Dow Jones Industrial Average rose 0.7% during the period. Corporate earnings for the fourth quarter (Q4) of 2016 are coming in better than expected. Combining the […]

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Investment Review – January 2017

January 11, 2017 Investment Review
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The stock market set a new record high again in 2016 with the S&P 500 hitting 2,271 and the Dow closely approaching 20,000 in late December. The S&P 500 has now posted a positive return in each of the last eight years, with an average annualized total return of 15% since 2009. Post-election enthusiasm around […]

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Investment Review – December 2016

December 8, 2016 Investment Review
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U.S. stock indices rallied in November, based on generally upbeat economic news and the economic stimulus forecast from the new administration. The Dow Jones Industrial Average gained 5.4%, the S&P 500 was up 3.7%, and the Nasdaq Composite rose 2.6%. International equity markets continued their downward trend of October. The MSCI Europe Australia Far East Index […]

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Investment Review – November 2016

November 17, 2016 Investment Review
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The major U.S. stock indexes were down in October. The Dow Jones Industrial Average declined 0.9%, the S&P 500 was off 1.9% and the Nasdaq Composite retreated 2.3%. The U.S. Dollar Index continued upward during October peaking at January 2016 levels. The Index, a trade weighted average of six currencies that are major trading partners […]

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Investment Review – October 2016

October 11, 2016 Investment Review
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The Dow Jones Industrial Average was down -0.5% in September and the S&P 500 was flat. The Nasdaq Composite gained 1.9%. International equity markets were strong in September. The MSCI Europe Australia Far East Index (EAFE) was up 1.3% and the MSCI Emerging Markets Index rose 2.5% for the month. Two major global banks faced […]

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Investment Review – September 2016

September 6, 2016 Investment Review
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The major U.S. equity indices were essentially unchanged in August despite reaching all-time highs mid-month. Over the past 30 days, the Dow Jones Industrial Average and S&P 500 were flat while the Nasdaq Composite increased just +0.6%. The markets may be temporarily range-bound awaiting more evidence of economic strength. Expectations for higher U.S. interest rates […]

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