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Investment Update

By Aaron Bates, CFP, Investment Advisor   |  July 3, 2017

2017 Q2In spite of many political twists and turns, stock and bond markets continued their winning ways in the second quarter of 2017. Stocks were led by international holdings despite troubling political headlines both in the United States and abroad

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Keywords: investments  |   2 comments

Investment Update

By   |  April 4, 2017

The year is off to a great start for stock investors, as the S&P 500 Index (U.S. large companies) is up 6.07% through the end of March. U.S. stocks have been strong over the course of the last several years, as we've seen only minor decline

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Investment Update

By   |  April 15, 2016

For the calendar year 2016, the S&P 500 Index is up 1.35%. As you can see from the chart below, which represents the trailing 12 months, the index has rebounded from ...

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Keywords: investments, stock market  |   1 comments

December 2015 Market Insights

January 4, 2016

With most market indexes flat to negative in 2015, investors have been left wondering if there was any place they could have put their money this year that would have delivered respectable gains.

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