


What Moved the Markets in November?
The Trade War Stocks marched higher in November, driven by optimism for a “Phase One” trade deal with China and indications suggesting continued accommodative monetary policy from the Fed. Regarding trade, we view signs of cooperation between China and the...
Weekly Market Digest: Markets Post Strong Returns in October and November
Optimism for a “phase one” trade deal with China drove stocks higher, punctuating a strong November. Early in the week, China increased penalties on intellectual property violations, though there was little detail. Enthusiasm for an agreement was tempered...
Weekly Market Digest: Social Platforms and Political Advertising Are in the Spotlight
U.S. Markets declined modestly this week along with bond yields during a relatively quiet week of trading. Impeachment inquires continued throughout the week and the back and forth between the US and China on trade negotiations continued. A missed deadline...
Weekly Market Digest: The Streaming Showdown
The S&P 500 notched its sixth straight week of gains, the longest weekly winning streak in two years. Broad gains in the index were primarily driven by trade optimism over a phase 1 trade deal between the U.S. and China. Most of the weekly gains came on...
Weekly Market Digest: The Trade War Takes Center Stage
This week, U.S. equities moved higher, quietly hitting all-time highs on hope that a “phase 1” trade deal with China could be nearing completion. But the week was filled with twists and turns, and on Friday President Trump even commented that the U.S. hasn’t...
ETF vs. Mutual Fund: What’s the Difference?
When constructing an investment portfolio, you’ll probably include a variety of stocks and bonds among the securities you purchase. Stocks and bonds can be purchased individually or as part of a bundle of securities known as a mutual fund or an exchange...
What Moved the Markets in October?
October Market-Movers – An Overview After a slow start, global equities marched higher in October, driven again by central bank monetary policy and encouraging signs in trade discussions with China. The Fed cut rates for a third time, but signaled...
Is Buying a Home a Good Investment?
Why buying a home might not be the great investment you think it is… People often think of buying a home as a great investment. After all, most of us have seen house prices in major metro areas like San Francisco, Denver, and New York City fetch huge...