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Tag: S&P 500


Politics and the Markets

May 25, 2016

Every two years the topic of politics and its impact on the market takes center stage in the media and can have an impact on our markets.

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First Quarter 2016 Review

April 30, 2016

The S&P 500 squeaked out a scant 0.77% return for the first quarter of 2016. This performance data did not reflect the turmoil that most people endured over the first three months of the year, as the markets took investors on a complete roller coaster ride.

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There is No Reason to Panic

January 14, 2016

Understandably we have been receiving several e-mails and calls expressing concern about “the markets.” As I write this note on the evening of January 13th, the S&P 500 has dropped 7.45% for the year and is down 10.40% from the highs experienced back on November 3rd.

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2015 Market Review & 2016 Outlook

January 4, 2016

2015 proved to be a very challenging year in the market. The S&P 500 dropped 0.7% in 2015. This broke some major historic trends.This was the first time that a year ending in “5” declined since 1885 (this is not a typo). It is also only the second time since 1939 that the S&P 500 experienced a loss during a pre-election year.

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Market Correction!

August 25, 2015

It’s official. The S&P 500 has finally dropped more than 10%, or what is officially deemed to be a market correction. According to JP Morgan, the markets had gone 1,418 trading days without having a 10% correction...

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Looking at the Full Picture: A Look at the First Half of the 2013 Investment Year

July 9, 2013

It is very common for an investor to fixate on an index as a performance comparison to their portfolio. This familiar mistake often leads investors to chase returns or change their risk parameters if their portfolio is not performing as well as the compared index. This can lead to disastrous results!!!

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