Dear Clients & friends, March concluded one of the worst quarters for the equity market in 70 years, with the S&P 500 losing -19.4% in Q1 (-12.5% in March alone). What made the current selloff unique from a historical perspective is the speed in which this decline occurred. For perspective, it took the S&P roughly…
DetailsDear Clients and Friends: 4th Quarter Market Commentary: Equity Markets Going into 2019, few investors expected global equities to recover all the value lost in Q4 of 2018, and eclipse previous market highs that were set in January of 2018 by 8.0%. As has been the story of the current economic expansion, this…
DetailsOctober 14, 2019 Dear Clients and Friends: 3rd Quarter Market Commentary: The 3rd quarter presented investors with a continuation of themes that have been permeating capital markets, namely U.S. large cap leadership within the equity market, declining U.S. interest rates and sporadic market volatility caused by a myriad of geopolitical issues. Below is…
DetailsJuly 9, 2019 Dear Clients and Friends: 2nd Quarter Market Commentary June performance ended the second quarter on a positive note. The S&P gained 7.05% for the month and finished the 2nd quarter up 18.5% for the year. Below is a summary of major stock and bond index performance for the 2nd quarter…
DetailsApril 24, 2019 Dear Clients and Friends: It is truly a pleasure to serve you. In this letter, we want to update you with what has happened recently in the broader markets and provide you with some insight about where the economy is headed as well as information on changes we have made…
DetailsJanuary 11, 2019 Dear Valued Clients & Friends: 2018 Year-End Market Commentary It is our profound pleasure and honor to work with all the individuals, families and institutions represented by the Compass Ion Advisors client base. You each mean a lot to us, and we are always striving to improve at exercising our…
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October 16, 2018 Dear Valued Clients and Friends: Third Quarter 2018 Market Commentary: As we send you this third quarter commentary, the stock market is experiencing some negative volatility after six months of fairly steady gains. In two short weeks, observations about the last quarter can feel somewhat out of touch with where…
DetailsDear Valued Clients & Friends: Second Quarter 2018 Market Commentary: April through June of 2018 witnessed familiar themes such as growing volatility in the stock markets and a flattening U.S. yield curve. However, new themes developed, the most significant of which were a slowdown in economic growth abroad and an increase in political risk,…
DetailsApril 16, 2018 Dear Valued Clients & Friends: First Quarter 2018 Market Commentary: As highlighted in our last Market Commentary, we have been expecting equity market volatility to return to more normal levels on the backdrop of rising interest rates. The combination of increased equity volatility and rising interest rates is a rare market environment,…
DetailsJanuary 11th, 2018 Dear Valued Clients & Friends: Market and Portfolio Update – January 2018 Economic Update 2017 equity markets surprised many investors, as synchronized global growth spurred by continued monetary and fiscal stimulus produced strong returns with historically low volatility. The year saw a governing change in the U.S., with one party controlling…
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