December 3, 2019
November delivered solidly positive returns for US equity investors, but less so for InternationalDeveloped and Emerging Markets. Early month trading extended October’s strong finish but by mid-month, non-US markets had turned lower. Broad based US indexes scored a series of new all time highs until trade based concerns reemerged just before the Thanksgiving holiday. Moderate selloffs, reflecting generally negative trade news, have persisted into early December.
Download the full report
Read More
Topics:
Investments,
Economy,
Market commentary
June 17, 2019
After a bruising May, the first half of June brought good news to investors as equity prices climbed backtoward their early May highs. Hints from the Federal Reserve that interest rate reductions may be in place as soon as July cheered markets in the US and deflated recession expectations among the pundit class.
Read More
Topics:
Economy,
stocks,
interest rates,
trade war,
oil
The past two weeks have not been kind to worldwide equity investors. After the most recent peak for broad domestic equity indexes at the beginning of May, prices have trended generally lower dragging International indexes lower as well. Trade tensions, including newly announced Mexico specific tariff threats, and worries about the health of the US economy have combined to unsettle equity markets. The chart below details the DJTMI over the past 12 months.
Read More
Topics:
Investments,
Economy,
interest rates,
trade war,
trade
Monthly Economic & Market Commentary and an article from our Investment Strategist

Read More
Topics:
Investments,
Economy,
china,
strategy
January 10, 2019
A new year lies before investors. Most were happy to see the end of 2018 with its staggering volatility and almost commonplace 1-2% intraday swings. In this essay, we attempt to identify economic and political trends across the globe that can be expected to be among the key components of decisions to buy or sell equities in 2019.
Equity prices reflect the collective opinions, hopes, fears and experiences of market participants. News is disseminated virtually instantaneously and reflected in prices without delay. While we cannot foresee how, or which future developments will most affect the equity markets this year, it is useful to be aware of trends that could be germane to investor decisions.
Read More
Topics:
Investments,
Economy,
Economics,
stocks,
markets
Our periodic newsletter is published and ready.
Read More
Topics:
Investments,
Economy,
Retirement Planning,
stocks,
inflation
Our periodic newsletter is published and ready.
Read More
Topics:
Investments,
Economy,
Retirement Planning,
stocks,
inflation
Our periodic newsletter is published and ready.
Read More
Topics:
Investments,
Economy,
Retirement Planning,
stocks,
inflation
Well, maybe not the new phone book, (for those of you who remember the Steve Martin movie, "The Jerk", and this famous scene: The New Phone Book's Here!) but the new Matrix Book from Dimensional Fund Advisors IS here. Why that's exciting for us.
Read More
Topics:
Investments,
Economy,
inflation,
markets