State of the Markets After peaking in late January, the U.S. stock market experienced a tough first quarter but has been on a slow and steady upward trajectory through the close of the third quarter. The Russell 3000, a good representation of the entire U.S. stock market, closed at an all-time high in late September. Our economy is doing well. Unemployment is at record lows. Tax cuts have increased corporate profits, capital spending, and shareholder yield (the combination of dividends and... Read More

Each quarter we summarize market conditions and trends in our Quarterly Market Review. The review provides detailed information about global capital markets including a timeline of events over the previous quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. Read More

State of the Markets Welcome to the 2nd half of 2018. While the first quarter was volatile but resulted in relatively flat returns, the second quarter has seen some divergence across asset class performance. U.S equities are positive for the quarter and year-to-date. International and Emerging Markets have experienced declines related to currency movements and the possible negative affect of tariffs. Despite this divergence of returns across the world, the global equity market represented by... Read More