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Rally Extends

Concrete progress resolving trade disputes with China remains just out of reach and any negative news from the negotiations will likely negatively impact prices as would an unexpected turn in the impeachment inquiry. Patient, focused investors have been rewarded despite the swirl of news throughout 2019. Once the impeachment furor passes into history, we expect renewed focus on the economy’s future.

Financial Insights
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October Commentary

Equities have registered strong gains so far this year, despite slowing domestic and international economic growth rates as well as what can only be termed all-out war between Republicans and Democrats in the US. As we have seen ignoring the noise surrounding the political process and the press’ handwringing over each bit of potentially negative news has provided strongly positive investment returns.

Financial Insights
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New Highs

Patient investors have been rewarded with strong equity performance this year. Despite the preponderance of negative press concerning the US economy’s health, it is notable that as of yesterday’s new high close, the S&P 500 is up more than 21% for 2019. If we ignore noise from the press and political crosswinds, the market is sending a signal that continuing economic expansion lies ahead.

Financial Insights
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Quiet Markets, Political Noise

Equities have traded in a narrow range during the first three weeks of October. The failure of equity and bond prices to respond to what appears to be disastrous news for the President suggests that polls reporting majority support for removal of Mr. Trump are being discounted by investors. Focusing on a long view will help investors maintain the discipline needed to effectively digest coming political developments.

Financial Insights
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Q3 2019 Market Review

Investors who have stuck with their long-term plans have been well rewarded with strong YTD equity and fixed income returns through the end of the third quarter. Discipline is sometimes difficult to maintain in the face of “shocking” political and economic news reporting, but those who avoid being unduly influenced by noise surrounding these topics and remain focused on their goals will maintain a higher probability of ultimate investment success.

Financial Insights
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Political Storm Clouds

Many elected Democrats appear determined to remove Mr. Trump from office at any cost. The President is equally adamant that he has committed no acts that justify his removal. The bottom line is that until and unless Speaker Pelosi and her members vote to begin an Article I impeachment process under existing House rules, we are witnessing little more than posturing and theater. Stay tuned.

Financial Insights
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Risk Appetites Growing?

Short term price fluctuations and cherry picked statistics in the press are noise and should not tempt long term investors to abandon their discipline or plans. It is important to remember that the equity markets “price‐in” surprise news events almost instantaneously. Aside from sudden dislocations, market trends are generally in anticipation of future developments rather than what is on tonight’s newscasts.

Financial Insights
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August Commentary

August was on balance a negative month for global equities. Steep declines were followed closely by equally strong rallies with net change at month’s end moderately lower. Investor's focusing on their long term plans and ignoring short term ups and downs of the equity markets remain solidly in the black for 2019.

Financial Insights