Q2 2016: Rate Hikes Proved Challenging
While the financial markets produced modest returns for both stocks and bonds through the first half of 2016, the markets did provide plenty of excitement ...
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Q1 2016: The Stock Market, Lower for Longer
The first quarter of 2016 offered plenty of volatility and nervousness, but in the end, it didn’t bring much progress or resolution. The market dropped ...
Q4 2015: Investment Outlook 2016
Two major forces exerted significant pressure on stock and bond prices in 2015, making it the most challenging investing environment since the Global Financial Crisis ...
Q2 2015: Setting Realistic Expectations as Investors
The first half of 2015 in the stock market could be likened to a soccer match between the Bulls and Bears. Through the first half, ...
Q1 2015: Volatility is On the Rise
The 1st Quarter of 2015 saw a market that chopped around, yet showed little overall net price improvement. Large-cap stocks barely budged, up less than ...
Q4 2014: Investor Review 2014 and Outlook for 2015
Investor Review 2014 A casual observer might look at the Dow Jones Industrial Average return of 10% and conclude that 2014 was a fairly normal ...
Q3 2014: Investment Management is Not Just a Numbers-Based Industry
The investment management industry and investments, in general, are obviously a numbers-based business. Investments are assets that are purchased and sold. They are measured in ...
Q2 2014: Asset Class Results in Valuation & Complacency
Asset Class Results US equity market valuations ticked higher in the second quarter as the economy bounced back from a cold weather slowdown and stocks ...
East Bay Municipal Utility District Chooses for Covered Calls Managers
A conclusion has been reached in the East Bay Municipal Utility District (EBMUD) Employees’ Retirement System’s search for covered calls managers. At a November 2013 ...
Q1 2014: All About the Federal Reserve
The first quarter of 2014 saw mixed results from stock and bond investments. Even among stock indexes, the results were mixed as the S&P 500 ...