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Market Commentary

Our portfolio managers give you their analysis of current economic trends
within their targeted area of investment

Core Strategy
Will Wurm
Will Wurm

PDF download Q1 2018 : Reversals

Summary: The first quarter of 2018 had most all equity indexes gaining initially only to retreat into the close of the quarter with the S&P 500 off 1.22% for the period and all sectors showing declines. Bond investors suffered equally with portfolio losses as the US 10-Year Treasury note yield rose to 2.7% from 2.4% in line with the increase in the Federal Funds rate.

Past issues:     Q4 2017     Q3 2017     Q2 2017     Q1 2017    

Municipal Fixed Income
Stephen Steglitz
Stephen Steglitz

 

 

PDF download Q1 2018 : Municipal Market Update

Past issues:     Q3 2017     Q2 2017     Q1 2017