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2 January
January 2 2019 Market Update
A Wild Ride into the New Year
Equity markets were surprisingly exciting in the last week of the year. While both the S&P 500 and Dow Jones Industrial Average are down for 2018 (as of December 28), both indexes had huge single-day rebounds– the largest in almost ten years for the S&P 500 and the largest in history for the Dow.[1]
12 December
December 12 2018 Market Update
Why are we Rebalancing?
Around year-end we tend to have a lot of conversations with clients about rebalancing, tax loss selling, and the role these strategies play in managing an investment portfolio. This conversation is all the more pertinent when volatility starts to spook investors – something we’ve seen in the past two months.
20 November
November 10 2018 Market Update
Equities Falter in October – What’s Next?
Months like October are the reason you so often hear us talking about the merits of diversification.