What Did We See? The US equity markets rallied with most of the rest of the world in October. Recession concerns have now morphed into a “slowdown watch”. The ongoing trade war has started to possibly cool as a minor

[sonaar_audioplayer albums=”1549″][/sonaar_audioplayer] What Did We See? Global markets declined in August only to rebound nicely in early September. The major markets of Japan, Europe, the UK and the U.S, were able to eek out minor gains for the quarter. Emerging

There are many different ways that people pay for and receive advice around their retirement planning, estate planning and investments. Over time, the financial industry has invented many different models of how best to deliver this advice. However, some of

[sonaar_audioplayer albums=”1409″][/sonaar_audioplayer] What Did We See? The US equity markets lost ground in August. Recession concerns have now reached a media induced fever pitch. The ongoing trade tariff war has started to effect global economies in a meaningful way. Global

[sonaar_audioplayer albums=”1377″][/sonaar_audioplayer] What Did We See? The US equity markets rallied again in July. The Federal Reserve stepped in with a shift towards cutting rates and followed through with a 0.25% interest rate cut. The temperament of the markets have

[sonaar_audioplayer albums=”1336″][/sonaar_audioplayer] What Did We See? The US equity markets experienced some heightened volatility through the second quarter. After sinking through most of May, the market rebounded nicely to achieve new all time highs in June. The Federal Reserve made

[sonaar_audioplayer albums=”1320″][/sonaar_audioplayer] What Did We See? The US equity markets abruptly declined in May. Tariffs, inverted yield curves and seasonality can be blamed. The temperament of the markets have now shifted to the negative. Global markets were negative with Asia

What Did We See? The US equity markets continued to rally through April. The prospect for a China/U.S. trade deal, returning Chinese growth and accommodative central banks provided the backdrop. Further fueling the rally was a good start to Q1

[sonaar_audioplayer albums=”1232″][/sonaar_audioplayer] What Did We See? The US equity markets experienced some of their best quarterly gains in many years. The Federal Reserve’s abrupt change in tone as well as easing tariff tensions have helped. Emerging Markets achieved almost double

[sonaar_audioplayer albums=”1209″][/sonaar_audioplayer] In a continuation of January’s stellar rebound, the markets continued to march higher in February. The S&P 500 now sits only slightly more than 5% from the all time high that was breached last September. Notably, it has