Quarterly Insights

Each quarter we provide an overview of the global financial marketplace and a future outlook on the market’s potential.

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Recent Insights

Q4 2016 – “And the Pendulum Swings…” (Part 2)

The past year will be remembered as a year of surprises whose consequences will be felt throughout 2017 and beyond. And while the nationalism movement has seemingly been oscillating for several years, the pendulum came to a standstill and started to swing the other way this past June when the United Kingdom voted to leave the European Union. The antiestablishment momentum continued into November when Donald Trump caught the world off-guard and became the 45th President of the United States.

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Q4 2016 – “And the Pendulum Swings…” (Part 1)

The past year will be remembered as a year of surprises whose consequences will be felt throughout 2017 and beyond. And while the nationalism movement has seemingly been oscillating for several years, the pendulum came to a standstill and started to swing the other way this past June when the United Kingdom voted to leave the European Union. The antiestablishment momentum continued into November when Donald Trump caught the world off-guard and became the 45th President of the United States.

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Q3 2016 – “A Saver’s Dilemma” (Part 2)

Looking across all the major asset classes, we favor equities as the primary means of growth. We believe there is potential for capital market appreciation but we expect it to be accompanied by an increase in volatility. Increased choppiness is not unusual for an extended bull market and we are seven plus years into the current bull period.

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Q3 2016 – “A Saver’s Dilemma” (Part 1)

The third quarter ended with the stock market higher by 3.85% as measured by the S&P 500 Index. The Federal Reserve (Fed) maintained its target range for the federal funds rate at ¼ to ½ percent. When the Fed increased short-term interest rates last December (for the first time in nearly a decade), market watchers, including ourselves, described the likely slow and well calculated trajectory of future rate increases as “glacial”.

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