Our portfolio managers give you their analysis of current economic trends
within their targeted area of investment
- Core Strategy
- Will Wurm
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.