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First Quarter 2019 Review: Make Hay While the Sun Shines

After a dismal end to 2018, stock and bond markets rebounded in Q1, with the S&P 500 delivering its best quarter (+13.6% including dividends) since the financial crisis 10 years ago. Some factors positively influencing investor sentiment included: an end to the U.S. government shutdown, improving prospects for a U.S-China trade agreement, and a shift to more accommodative monetary policy from the U.S. Federal Reserve. Every global asset class represented in our clients’ portfolios appreciated in Q1, and most equity indexes notched double-digit returns (...)

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4th Quarter Review: Tough Equity Markets

Global equity markets suffered significant losses during the 4th quarter, which dragged down stock returns across the board for the full year. Our clients’ portfolios, most of which include an allocation to bonds, declined somewhat less. Still, 2018 was unusual in that almost every major investment category experienced a negative total return. The exceptions were cash, US Fixed Income, and TIPs (note: your portfolio’s allocation and results may differ—please refer to your Quarterly Portfolio Review Report).

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Q2 2018 Review: Tax Cuts = Buyback Rocket Fuel

Domestic stocks rebounded in the second quarter–led by small cap, energy, and technology shares—but the broader S&P 500 index still ended the quarter below its January peak (up less than 3% for the year). Investor sentiment during the first half was mixed. Initially, optimism abounded that the stimulative impact of last December’s tax cuts, combined with the longest monthly job expansion on record, would push stocks higher. Subsequently, rising geopolitical tensions and escalating trade disputes have clouded the picture, and increased the potential for negative unintended consequences.

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