Plunging Oil Prices Deepen Market Fears

It is ironic that we share this update on the exact same day that the Bear Market attributable to the Great Financial Crisis reached its very own bottom 11 years ago. Earlier this morning, the selling pressure in stocks was intense enough to trigger a 15-minute trading halt after the market’s open. To most everyone engaged… Read more »

Impact Investing

The impact of climate change recently dominated January’s World Economic Forum in Davos, Switzerland. Increasingly, more and more investors are choosing to align their money with their values to influence corporations to halt business practices believed to damage the planet, as well as improve economic diversity to ensure a wide range of voices are heard… Read more »

Economic & Market Update

The impact of the coronavirus has made for some heart-racing moments in financial markets over the last couple of weeks. But let’s take a quick step back for perspective. Investors greeted the new year with a surge in optimism due to the “Phase One” U.S.-China trade deal, falling Mideast tensions, a strong jobs report, and… Read more »

Market Update – S&P 500 in Correction Territory

In a recent round of investor risk aversion, the S&P 500 logged its worst weekly decline since the Great Financial Crisis. The market has officially entered correction territory (10+% decline) as the worldwide spread of the coronavirus has stoked investor fears that economic growth and profits will take a substantial blow in the quarters ahead. This… Read more »

Virus Uncertainty Impacts Markets

Financial markets experienced their sharpest decline in over two years yesterday, with the S&P 500 and oil prices falling 3.4% and 3.8%, respectively.  Meanwhile, 10-year U.S. government bond yields fell to their lowest level since 2016 and the price of another safe-haven asset, gold, reached a seven-year high. The cause for the short-term correction appears… Read more »

Market Update

What a difference a year makes! Entering 2019, investors were fearful of slowing earnings, a fairly brutal 4th quarter market sell-off, and a Federal Reserve that had been hiking interest rates while oblivious to slowing economic conditions. An escalation of trade tensions with China, the world’s second-largest economy, combined with Britain’s potential exit from the… Read more »

Economic & Market Update

Entering the back half of November, it is clear that investor bullishness has returned to financial markets as U.S. equities logged their sixth straight weekly gain. While it’s painful to not be “all-in” on stocks while the market racks up gains so quickly (U.S. stocks are up +8% from their October lows), recall just a… Read more »