#
Apr 25, 2016, 4:06 PM
The U.S. stock market started 2016 with a bang -- not the good kind. The year opened with the worst five first trading days in stock market history. The decline continued through the subsequent weeks making January 2016 the worst first month on record, even worse than January 2009.
#
Jan 2, 2016, 5:50 PM
After just the first week of 2016, last year seems all but forgotten as U.S. stocks were down about 6% as of Friday.
#
Dec 20, 2015, 4:16 PM
Shortly after the Federal Reserve announced the interest rate increase on Wednesday, Fed Chair Janet Yellen issued a blanket warning about potential mutual fund failures.
#
Nov 25, 2015, 5:48 PM
This week, we can bid good riddance to the third quarter, during which nearly every stock asset class went from positive territory to negative year-to-date returns.  The Wilshire 5000, the broadest measure of U.S. stocks, was down 6.9% for the quarter posting a year-to-date loss of 5.8%. 
#
Jul 25, 2015, 5:46 PM
It’s hard to believe that we are halfway through 2015 already.  But here we are, and there is a lot going on in the financial markets. 
#
Apr 25, 2015, 5:42 PM
April 2015-During first quarter of this year, the S&P 500 was up about 1% through the end of March while many other asset classes performed better:  Small company stocks (Russell 2000) returned 4.5%, non-US stocks (MSCI EAFE) returned 4.9%, and the Barclays Aggregate Bond Index returned 1.6%.
#
Oct 25, 2014, 5:39 PM
The third quarter of this year ended with a bit of drama.  In September, the U.S. stock market gave up some of its gains from the first part of the year, and the last day of the quarter saw a drop of more than 1% across most indices.
#
Jul 25, 2014, 5:55 PM
As I sit down to write this newsletter on July 1, the stock market is starting off the second half of the year with a bang.  The S&P 500 index of US large company stocks is at an all time high and is creeping ever closer toward one of those big round numbers: 2000.
#
May 29, 2014, 4:12 PM
Wednesday May 28, I was quoted in the Wall Street Journal in an article entitled “Advisors, Firms Spar Over New Fund Class”.
#
Jan 25, 2014, 4:33 PM
It was indeed a happy year for stock market investors in 2013. The S&P 500 index of large company U.S. stocks returned 29.6% for the year, with almost 10% coming in the fourth quarter.