Investment Update From James C. Baird, Chairman | Founding Principal

Investment Update

April 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,…

April 23, 2018

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Investment Update From James C. Baird, Chairman | Founding Principal

Investment Update

January 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…

January 12, 2018

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Investment Update From James C. Baird, Chairman | Founding Principal

Investment Update

October 5th, 2017   Dear Valued Clients & Friends: Third Quarter 2017 Market Review: The rally in stocks continued in the third quarter, with international equities again outperforming their U.S. counterparts.  Emerging markets stocks were the top performer, with an 8% return for the MSCI Emerging Markets Index in the quarter.  This benchmark now stands…

October 5, 2017

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Investment Update From James C. Baird, Chairman | Founding Principal

Investment Update

July 11th, 2017   Dear Valued Clients & Friends: Second Quarter 2017 Market Review: The second quarter of 2017 was a period during which U.S. economic data were mixed, while stock market results continued to be favorable. Positive economic aspects include the unemployment rate which fell to 4.3% in Q2, as well as consumer confidence…

July 14, 2017

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Investment Update From James C. Baird, Chairman | Founding Principal

Investment Update

April 6th, 2017   Dear Valued Clients & Friends: First Quarter 2017 Market Review: The first quarter of 2017 was full of political news as well as strengthening economic data globally. The latter point, in particular, confirms the strong possibility of upward inflationary pressure. This economic improvement caused asset classes with higher volatility (denoted as…

April 6, 2017

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