Broker Check
  • Contact Info:
  • 601 Union St, Suite 4200
  • Seattle, WA 98101
  • 206.623.6722 (MPCA)
  • 844.422.6722 (MPCA)

Blog

Monday, May 22, 2017

The impact of the energy market runs deep and wide across the geopolitical and financial world. You need to look no further than the local gas station to see the impact on your monthly budget. It’s no secret that oil is also a...

 

Monday, May 15, 2017

Allow us, for the moment, to set aside North Korea and Jim Comey and take a quick look under the hood at some interesting economic data. Specifically, after what seems like an interminably long wait, we may finally be seeing...

 

Monday, May 8, 2017

The French elections have come and gone, the expected candidate won, and all is right with the world. Except that the “far right” candidate of upheaval received about 35% of the vote. In France. The dissatisfaction of the...

 

Monday, May 1, 2017

To the extent that one is a consumer of financial news services and websites, the first day of May marks the ringing of the bell for advice givers imploring investors to sell all of their equity holdings and retreat to the safety of...

 

Thursday, April 27, 2017

2017 has started out as a pretty decent year in the markets, with the S&P 500 gaining about 5.5% and the Tech heavy Nasdaq up 9.8%. Bonds were up less than 1% for the quarter and Small Cap stocks were up a mere 2.24%. International...

 

Show All

Monday, April 24, 2017

The United States is not the only place in the world seemingly divided between flyover country and urban elite enclaves. In the days and weeks leading up to the elections in France yesterday, fear gripped global equity markets that the...

 

Monday, April 17, 2017

In a shortened holiday week (markets were closed on Friday in observance of Good Friday), the theme seemed to be “caution.” Light trading volumes, comments from President Trump, and a risk-off mentality combined to help...

 

Monday, April 10, 2017

FOR IMMEDIATE RELEASE Seattle, WA | April 10, 2017 Madison Park Capital Advisors is pleased to announce that Andrew Barfoot, CFP® has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the...

 

Monday, April 10, 2017

Today – April 10, 2017 – is the date our industry has had circled on its calendar for months. It was supposed to be the day that the new “DOL Fiduciary Rule” went into effect. Instead, this rule has been delayed...

 

Monday, April 10, 2017

Major equity markets drifted last week, with smaller-cap shares trailing large-caps. The energy sector showed some strength at midweek, helped by signs of robust refinery demand and a rise in oil prices to their highest level in a...

 

Monday, April 3, 2017

Equity markets enjoyed a comeback that erased some of the losses of the previous week, closing out the first quarter of 2017 with healthy gains. The tech-dominated Nasdaq Composite Index was the only major index to recoup the entirety...

 

Monday, March 27, 2017

For readers looking for a quick and pithy recap of the previous week, the above headline says it all. Tuesday marked the first time in months (109 trading days, to be exact) that the S&P 500 fell 1% or more. The decline came mainly...

 

Monday, March 20, 2017

Equity markets at home and abroad rallied after the Federal Reserve raised its short-term interest rate target range on Wednesday and Fed Chair Janet Yellen expressed confidence in the U.S. economy. As was widely expected, the Federal...

 

Monday, March 13, 2017

Major equity markets ended last week slightly lower than the previous one, with the S&P 500 index recording its first weekly decline since mid-January. Once again, smaller companies lagged their large-cap brethren, this time for the...

 

Monday, March 6, 2017

Domestic equity markets ended flat to modestly higher despite an impressive rally on Wednesday. The Dow Jones Industrial Average performed best for the week and for the month of February that ended on Tuesday. The widely-watched...

 

Monday, February 27, 2017

Major markets meandered during last week’s holiday-shortened trading. The Dow Jones Industrial Average won the index race and managed on Friday to eke out its 11th consecutive record daily close, an accomplishment not seen since...

 

Tuesday, February 21, 2017

Four weeks in a row now the US equity markets have climbed. Last week, the S&P 500 added 1.5% - marking its fifth gain in the first seven weeks of 2017. In fact, the US equity markets have yet to log a daily decline in excess of 1% in...

 

Monday, February 13, 2017

Major equity markets advanced further last week, leaving all but the small caps at new highs. To appreciate how “quiet” trading has been recently, consider that, according to the Wall Street Journal, the S&P 500 began the...

 

Monday, February 6, 2017

Greetings from a snowy Seattle! Having seen his shadow last Thursday, Punxsutawney Phil seems to be correct this year – at least here in the Pacific NW where the white stuff is covering all parts of the region. While the weather...

 

Monday, January 30, 2017

Popular benchmarks made history last week in the face of renewed policy uncertainty. A midweek rally in response to positive earnings reports and expectations for faster economic growth led to the Dow Jones Industrial Average finally...

 

Friday, January 27, 2017

2016 was a year that will go down in history as very unexpected. Stock markets around the world had the worst start to the year in modern history. Our markets started the first 6 weeks of the year down 10% – 15%, only to...

 

Monday, January 23, 2017

Markets finished slightly lower for the previous trading week shortened by the Martin Luther King holiday. Investors kept close watch on Washington, D.C. for potential changes from the new administration in advance of Donald...

 

Tuesday, January 17, 2017

Last week kicked off earnings reporting for the 4th quarter of 2016. Most equity markets fell slightly, with the S&P 500 returning -0.1% and the Dow Jones Industrials -0.4%. Equity returns appear to be normalizing after the first month...

 

Monday, January 9, 2017

Equity markets rose for the first week of the New Year and began 2017 on a positive note, as investors cheered mildly bullish economic data and looked forward to healthier upcoming quarterly earnings reports. In a reversal of recent...

 

Tuesday, January 3, 2017

Yes, 2017 is now upon us, but markets took some time off along with everyone else last week as they anticipated this New Year. While the financial media was fixated on the purely symbolic 20,000 threshold, the Dow Jones Industrial...

 

Monday, December 19, 2016

Some may think with Christmas coming near, that this week’s title refers to what Santa has in store for you. Instead, it leads us into our weekly discussion on the financial markets. We’ll leave it to you and Santa to hash...

 

Monday, December 12, 2016

The month-long rally since the US presidential election rolled along last week, helping to bring many popular market benchmarks to a series of record highs. The uptrend continued to favor small-caps over large-caps and lower P/E (price...

 

Tuesday, December 6, 2016

This morning the financial news carried the headline that, once again, in spite of expectations of a dramatic market sell off due to yet another momentous vote (this time in Italy), resilient markets shrugged off the outcome and...

 

Monday, November 28, 2016

Stocks gained for yet another post-election week, bringing all of the major indexes to a series of new highs. Several news organizations reported that on Monday stock markets achieved a “superfecta” for the first time in 17...

 

Monday, November 21, 2016

Domestic equities continued their post-election rally, spurring most of the major benchmarks to all-time highs. Small-cap companies, which are typically more volatile, built on their lead for the year-to-date and performed best during...

 

Monday, November 14, 2016

Stocks rallied as investors reassessed prospects for corporate earnings, economic growth, and inflation in the wake of the surprising victory of Donald Trump in the U.S. presidential election. Gains varied widely depending on how...

 

Tuesday, November 8, 2016

While we can’t answer that question, we do know that we will all know that answer on November 8th. We also know that many other important races will be determined on that date, including potentially the balance of power in the...

 

Monday, November 7, 2016

Stocks fell for the week as heightened political uncertainty surrounding the upcoming election cast a pall over the markets. By Friday, the S&P 500 Index had recorded its ninth consecutive daily decline, its longest losing streak since...

 

Monday, October 31, 2016

Global equities were modestly lower this week, while interest rates around the world continued their recent strength. Major domestic benchmarks faced headwinds as investors continued to digest a stream of third-quarter earnings reports...

 

Monday, October 17, 2016

Stocks lost ground for a second straight week as earnings season began with mixed results and a decrease in Chinese exports stoked fresh concerns about slowing global growth. Alcoa, batting in its traditional lead-off spot in the S&P...

 

Monday, October 10, 2016

Last week the S&P 500 Index launched October and the fourth quarter of 2016 into negative territory, declining 0.60%, following the previous three weeks of gains. Monday began the week with tepid economic news. August construction...

 

Monday, October 3, 2016

Global equities were little changed on the week as the markets digested a rally in oil prices and an increase in concern over the health of Germany’s largest lender. Here at home, the S&P 500 barely moved, both for the week and...

 

Monday, September 26, 2016

Global equities traded up last week, with investors breathing a sigh of relief after important meetings of Bank of Japan and US Federal Reserve rate-setters. The market took in stride the BOJ’s policy shift and the Fed’s...

 

Monday, September 19, 2016

Global equities were mixed this past week, with markets continuing to focus on central bank policy – which appears to be reaching its effective limits in places like Europe and Japan. The S&P 500 Index was up a little over one...

 

Monday, September 12, 2016

The events of the past few trading days confirm our contention that equity markets around the world remain overly dependent on the policy whims of central bankers. There is growing concern that extraordinarily accommodative monetary...

 

Tuesday, September 6, 2016

Global equities rose slightly last week, although trading activity in domestic equity markets has been even more subdued than usual this summer. August saw the fourth-narrowest trading range since 1928, according to the Wall Street...

 

Monday, August 29, 2016

Equity markets traded down slightly last week after Federal Reserve Chairwoman Janet Yellen signaled that the central bank will gradually raise short-term interest rates in the coming weeks or months ahead. A week ago, Bloomberg...

 

Monday, August 15, 2016

Equity markets hovered near record-highs and were little changed last week as investors turn their attention to economic data as earnings season nears the end. Better-than-expected earnings and continued optimism the Federal Reserve...

 

Monday, August 8, 2016

Domestic equities enjoyed a positive start to open the month of August. The S&P 500 index posted a 0.65% return for the week, mainly on the back of a strong monthly increase in nonfarm payrolls for July that came in at 255,000, which...

 

Monday, July 25, 2016

Global equities edged higher this week despite another onslaught of horrific news, this time in Turkey and Germany. The market is preparing for the potential for looser monetary policy from the Bank of Japan next week and perhaps from...

 

Monday, July 18, 2016

They keep pushing higher. What is “they” you might ask? You could easily answer: equity prices, stimulus measures, geopolitical disruptions, and investor sentiment – and you’d be correct on all fronts. All the...

 

Friday, July 15, 2016

Coming off tumultuous start to the year, the second quarter was a whole lot about nothing; at least as far as the market indexes were concerned. The stock markets around the world rallied into the end of the June to post slight gains,...

 

Monday, July 11, 2016

Last week the S&P 500 Index opened lower on Tuesday after the Independence Day holiday, but rallied for the rest of the week. The index posted a 1.33% return for the week and has gained 5.45% year-to-date as we start the second half of...

 

Tuesday, July 5, 2016

We hope you all had a wonderful 4th of July celebration…or you might say, a celebration of the 240th anniversary of a much more important “Brexit”! I saw reports in the Seattle Times today that fireworks accidents...

 

Monday, June 27, 2016

How many of us have heard the advice to “go sleep on it?” It’s a common refrain, designed to help avoid rash decisions, to let “cooler heads prevail,” and to draw out collective wisdom. The markets have...

 

Friday, June 24, 2016

Our inboxes here at Madison Park Capital Advisors have been inundated today with emails from trusted economists, fund companies, and market commentators on the “Brexit” vote that took place yesterday. The results were...

 

Monday, June 20, 2016

Last week was a tough one for the markets as global equities wrestled with the possibility that the United Kingdom may vote to leave the European Union this coming Thursday. The S&P 500 Index posted a negative 1.12% return. The widely...

 

Monday, June 13, 2016

The S&P 500 Index rallied through mid-week, helped along by dovish commentary from US Federal Reserve Chair Janet Yellen, but cut those gains Thursday and Friday. The index posted a -0.44% return for the week and is essentially flat...

 

Monday, June 6, 2016

Markets made little headway last week, as a promising start was wiped out on Friday due to a stunningly weak employment report. The S&P 500 ended the month of May with a 1.79% return, which was the second strongest month so far in 2016...

 

Tuesday, May 31, 2016

We hope you all had a blessed Memorial Day. Before we get into market details, we first must say THANK YOU to those of you who have served this great nation. We especially thank those who have paid the ultimate price in standing up for...

 

Monday, May 23, 2016

As expected, in a market environment dominated by Fed speculation, the major news item of the week was contained in the minutes of the April Federal Open Market Committee (“FOMC”) meeting. Specifically, members made it...

 

Monday, May 16, 2016

Last week the S&P 500 Index rallied early, but losses on Wednesday, Thursday, and Friday negated the early gains. The index posted a -0.44% return for the week and is down -0.77% through the first half of May. For the year, the index...

 

Monday, May 9, 2016

Equity markets at home and abroad retreated last week as lingering signs of sluggish global economic growth moved many investors to the sidelines. The Chicago Board Options Exchange (“CBOE”) volatility index fell on the...

 

Monday, May 2, 2016

Good afternoon on an incredibly beautiful day here in Seattle. For those of you not already on the golf course or strolling around Green Lake, here is our weekly update on the markets. Stocks fell globally at the end of April following...

 

Monday, April 25, 2016

Stocks are in the red today, following a week in which global equities posted gains, led by energy and commodity-sensitive companies. West Texas Intermediate (“WTI”) crude prices rose to $43.39 from $39.77 a week ago, and...

 

Monday, April 18, 2016

What started out negative turned to positive by the end of the day. Overnight, WTI (West Texas Intermediate) crude prices fell more than 6.5% after the Doha talks to reach an agreement to freeze oil output ended in failure. Then came...

 

Monday, April 11, 2016

The S&P 500 Index returned -1.15% this week, the worst weekly loss since early February. The S&P 500 Volatility Index soared over 17% as equity prices fell and volatility grew. The probability of a rate hike in April fell to 0%,...

 

Thursday, April 7, 2016

And the Music Keeps Playing… After the worst start to the year since 2008, the global stock markets staged an amazing reversal in March, thanks to the Federal Reserve and the Central Banks around the world coordinating monetary...

 

Monday, April 4, 2016

Fed chair Janet Yellen pushed back forcefully against a handful of Federal Open Market Committee members who called for a hike in the federal funds rate as early as April. Yellen said the Fed will proceed with caution given concerns...

 

Monday, March 28, 2016

US stocks ended the holiday-shortened week lower, breaking a streak of five weekly gains, as five members of the US Federal Reserve's rate-setting committee suggested that a rate hike could come as early as April. However, only two of...

 

Monday, March 21, 2016

This morning, the National Association of Realtors announced that existing home sales in February dropped 7.1% to an annual rate of 5.08 million units, the lowest level since November. Last week, however, the S&P 500 continued its...

 

Monday, March 14, 2016

European Central Bank President Mario Draghi announced an aggressive package of additional measures to ease monetary policy in the Eurozone on Thursday, causing equity markets around the world to rally. However, Mr. Draghi’s...

 

Monday, March 7, 2016

Following the price of oil yet again, the S&P 500 ended the week auspiciously at 1999.99 (that is not a typo!) on Friday. The Dow saw its first close north of 17,000 since the first week of January. Not coincidentally, oil prices...

 

Monday, February 29, 2016

Over the past several months, regular readers of our Monday morning updates have noticed that we have been spending a fair amount of time (and words!) discussing the changing landscape of risk in equity markets around the world. The...

 

Monday, February 22, 2016

Following the lead of crude oil prices and their counterparts in Europe, U.S. equity markets have opened strongly today. This encouraging action, at least for the moment, comes on the heels of a solid 2.91% performance for the S&P 500...

 

Tuesday, February 16, 2016

Financial markets were closed yesterday in honor of the Presidents Day holiday. We hope you were able to take some time and give thanks for those who step up and serve in (and run for) this often thankless role. That said, if the...

 

Monday, February 8, 2016

The start of a new week is bringing the same old concerns that have bedeviled markets lately. Weakness in oil prices and continued concern about the global economy are dragging U.S. stocks lower again today, following overnight...

 

Monday, February 1, 2016

Equity markets roared back in the last trading week of January, trimming loses on the S&P 500 to 5% for the year. In an unexpected move by the Bank of Japan, Governor Haruhiko Kuroda implemented negative interest rates for certain bank...

 

Monday, January 25, 2016

Stocks are off to a weak start this morning, running counter to the hopes raised by Friday’s strong rally. The culprit, again, seems to be weakness in oil prices. As a matter of fact, oil and equity prices have been strongly...

 

Monday, January 11, 2016

As Chris Featherstone reported last week in his annual review, the S&P 500 got off to a rocky start in the New Year, falling 5.91% for the first full trading week of 2016. The results actually equated to the worst opening week in US...

 

Friday, January 8, 2016

After a tumultuous year, I am personally glad to see 2015 come to an end. We had too many friends, family and clients (whom we count as friends as well) become ill or pass long before they should have. Our hearts are heavy with the...

 

Monday, January 4, 2016

Today’s market selloff is certainly not what we all had in mind as we wished each other a peaceful and prosperous New Year last week, at least as relates to the prosperity part of that greeting. Domestic equities are taking their...

 

Monday, December 21, 2015

Last week was all about the Federal Reserve decision to increase interest rates above the 0.25 upper bound for the first time since 2008. Yields rose on both Monday and Tuesday as it became more evident that the Fed would increase...

 

Monday, December 14, 2015

The S&P 500 Index declined sharply last week as sinking crude oil prices precipitated fears of a credit contagion similar to the financial contagion spawned by the subprime mortgage industry collapse of 2007 and 2008. Specifically, the...

 

Monday, December 7, 2015

Markets endured an up-and-down week wrestling with uncertainty about whether the economy is strong enough to handle expected Fed rate hikes next week (December 16). In a reversal from last week, broader indexes edged up slightly, while...

 

Monday, November 30, 2015

Markets spent a rather quiet week celebrating the Thanksgiving Day holiday. Economic data, while not strong, were generally positive, and investors seem ready to embrace the increasing likelihood that the Federal Reserve will raise...

 

Monday, November 23, 2015

In a perhaps surprising development, U.S. equities rose sharply last week, with the S&P 500 Index gaining 3.3%, essentially erasing losses from the previous week. Investors were not intimidated by the horrific terrorist attacks in...

 

Monday, November 16, 2015

Major U.S. equity indices were down over 3.5% for the week as investors grumbled over increasing odds of a Federal Reserve rate hike. Readers may recall the now-infamous “taper tantrum” response to Fed talk of slowing down...

 

Monday, November 9, 2015

Major domestic equity market indices struggled today after a successful run last week, with investors weighing corporate earnings and potential higher interest rates after a strong October employment report. With more than 88% of the...

 

Monday, November 2, 2015

MPCA Weekly Market Update (November 2, 2015) The S&P 500 index closed, just barely, in positive territory for the fifth straight week. The Dow Jones index and the S&P Midcap were up slightly as well, although the S&P Smallcap lagged...

 

Wednesday, October 28, 2015

As of this moment, we now have earnings results from 251 of the S&P 500 companies, with another twenty set to report after today’s market close. Total earnings for the companies that have reported thus far are up 2.6% on 1.4%...

 

Monday, October 26, 2015

Big Cap Tech Earnings (and Central Bankers) to the RescueThe S&P 500 index closed in positive territory for the fourth straight week, returning a healthy 2.09%. Domestic equities have rallied strongly in the month of October, following...

 

Friday, October 23, 2015

The third quarter of 2015 was especially volatile and much of it to the down side. If you remember our 2014 year end commentary, we said that this year would be more volatile. With that being said, we certainly didn’t expect the...

 

Monday, October 19, 2015

Earnings Season Kicks Off Equity returns were mostly positive last week as the S&P 500 closed up 0.9%. As has been the market’s custom recently, lackluster economic data led to the stocks rising in price. Investors continue to expect...

 

Monday, October 12, 2015

Another "Fed Rally"Equity markets posted their best weekly gain of the year as the Federal Reserve minutes, released on Thursday, showed caution over increasing interest rates. This caution persists amid a backdrop of an improving...

 

Monday, October 5, 2015

Increasing Cloudiness for the Rate Hike OutlookThose of us residing in the Great Northwest are used to forecasts that involve increasing clouds and decreasing visibility. Last week the financial markets had the opportunity to empathize...

 

Monday, September 28, 2015

Retesting the LowsThe S&P 500 fell 1.35% last week, and is down sharply again this morning, as investors remained unconvinced that actions by the Federal Reserve have helped the economy. Even though second quarter U.S. GDP growth was...

 

Monday, September 21, 2015

The Fed Passes, for NowGlobal stocks made headway last week in the days leading up to the highly anticipated meeting of the Federal Reserve, but gave back the gains on Friday. The S&P 500 index closed flat for the week with a return of...

 

Monday, September 14, 2015

Waiting on the FedEquity markets made up some ground last week, with trading made a day shorter by the Labor Day holiday. Volatility remained elevated as investors continued to look ahead to this Thursday’s announcement of the Fed’s...

 

Tuesday, September 8, 2015

Welcome to the second edition of our Monthly Portfolio Commentary. You can find our inaugural edition from August, which highlights some core elements of our portfolio construct, on this blog as well. For those of you seeing this...

 

Tuesday, September 8, 2015

Good News is Bad News (U.S.) and Bad News is Bad News (China)Welcome back from what we hope was a wonderful Labor Day weekend. As we think back beyond the long break, we think of more of the same in the markets. Last week brought more...

 

Sunday, September 6, 2015

In Katherine Long's Seattle Times article published on September 5, 2015, our very own Chris Featherstone, CFP, ChFC provided some valuable insight on the important topic of what to do now that the State of Washington has authorized...

 

Monday, August 31, 2015

Anyone that has experienced a long road trip with children has heard that question before, and we apologize for dredging up the memory. Investors were reminded of those anxious and impatient feelings over the past two weeks of trading....

 

Monday, August 24, 2015

Flash Crash 2.0?It has been a wild ride this morning. Once again, China, prospective Fed tightening, oil prices and fear bordering on panic are depressing markets today. The major averages were down well over 6% a few minutes into the...

 

Monday, August 17, 2015

China, AgainThe S&P 500 eked out a gain for the week, returning 0.7%. Global stocks, however, had a much rougher go of it, with European stocks faring the worst, rattled by China’s surprise currency devaluation and the Eurozone’s...

 

Tuesday, August 11, 2015

Welcome to our inaugural edition of our Monthly Portfolio Commentary. I should first remind you that we also have our Weekly Market Recap that discusses what happened last week in the world and the markets across the globe, from time...

 

Monday, August 10, 2015

More Worries, and a Monday Bounce The S&P 500 fell 1.18% for the week as investors became increasingly concerned that interest rates will soon rise. Year-to-date, the S&P has returned 2.14%, trades at a price/earnings ratio of 18.34,...

 

Monday, August 3, 2015

Earnings Not Great, But Good Enough – For Now Equity markets rebounded from last week’s losses amid positive economic data and mixed earnings reports. Annualized gross domestic product (GDP) grew 2.3% in the second quarter and a...

 

Monday, July 27, 2015

Last week brought earnings reports from a group of companies that investors consider to be signifiers of the state of the global economy, and the equity markets did not like what they saw. Week three of earnings season brought...

 

Monday, July 20, 2015

The S&P 500 enjoyed its best week since March, rising 2.4% on the back of strong domestic corporate earnings and headlines that Greece struck a short term “Band-Aid deal” with its creditors. Earnings season ramped up as several large...

 

Monday, July 20, 2015

We consider ourselves to be social guys...but with social media we have been a little slower on the uptake! However, the wait is now over - as Madison Park Capital Advisors is now officially on both Facebook and LinkedIn (we may...

 

Monday, July 13, 2015

Three issues have bedeviled the equity markets over the past several weeks, and the news on all three has been encouraging enough to allow for at least a sigh of relief. First, the Federal Reserve’s decision in mid-June to keep the...

 

Wednesday, July 8, 2015

We close the first half of 2015 with a lot of volatility and concerns about whether Greece will stay in the Euro or if it will go a different route. As we have said so many times, Greece is a pretty small player in the global picture...

 

Monday, July 6, 2015

Last week the markets were preoccupied with the debt situation in Greece, and they will be this week as well. This morning brings the surprise resignation of Greek Finance Minister Yanis Varoufakis, despite a victory for his...

 

Monday, June 29, 2015

A sluggish week in the equity markets had the feel of the beginnings of summer and the approaching July 4th holiday. Last week’s 0.37% slide took the S&P 500 index into negative territory for the month of June. The index currently sits...

 

Monday, June 15, 2015

The S&P 500 finished up 0.12% for the week, but was limited during its final trading session. In a surprise move Friday, the International Monetary Fund (IMF) walked away from talks with Greece after the IMF signaled a deep divide in...

 

Monday, June 8, 2015

Last week the U.S. equity market represented by the S&P 500 gave back a fair amount of its gains from the previous month. While the index had a positive month in May, increasing 1.29%, last week the index slid as it returned -0.65% to...

 

Monday, June 1, 2015

Equity markets retreated during the Memorial Day shortened trading week. Concerns over Greece’s ability to complete a deal and avert its exit from the Eurozone, as well as interest rate worries here in the U.S., weighed on markets. The...

 

Tuesday, May 26, 2015

Equity markets had an uneventful week, as Federal Reserve Chair Janet Yellen said she still expects to raise rates this year if the economy continues to strengthen. However, she made it clear that the pace of increases will be gradual,...

 

Monday, May 18, 2015

Last week brought some mildly encouraging results for the first quarter earnings season, and the S&P 500 was able to close at a new all-time high for the index at 2,122. Before the 1Q earnings season started, consensus analyst earnings...

 

Monday, May 11, 2015

Last week, U.S. and European stocks rebounded on the monthly U.S. employment report after global markets had slumped on uncertainty over the UK general election and Greece’s future in the Eurozone. U.S. Federal Reserve Chair Janet...

 

Monday, May 4, 2015

Last week the equity markets closed out April and began a new month on Friday. Borrowing a phrase from Janet Yellen, the markets appear to be “data-dependent”. There were rallies on some days that featured disappointing economic data,...

 

Wednesday, April 1, 2015

One of the occupational hazards of being in the investment and wealth management business is the necessity of following financial headlines from day to day, and we have not been able to figure out a way to avoid having to do so. We...

 

Thursday, January 1, 2015

We look back at all the things that happened in the financial world in 2014 and it’s a mixed bag. On the one hand you had the market finishing nears its all-time highs on both the S&P 500 and Dow Jones Industrial Average. At the same...