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Past Commentary & Articles

Market Commentary
March 12, 2018
Economic Update

February saw the return of volatility in stocks after an unusually calm 2017. Global stocks had their worst month since January 2016, the S&P 500 experienced its worst single trading […]

Article
February 13, 2018
2018 Retirement Resolution

One of the top concerns for Americans in their 60s is how to pay for retirement. To enter retirement with confidence, consider a plan that addresses these five key areas.  […]

Market Commentary
February 12, 2018
Market Graph

Global stocks (+5.4%) continued to push forward to start off the new year. All U.S. and international equity asset classes increased in the month of January – largely attributed to […]

Market Commentary
February 12, 2018
Economic Update

A moderate pickup in U.S. inflation is beginning to resonate with markets in 2018. As underlying inflation data has begun to pick up, market-based inflation expectations have approached 2%, nearing […]

Article
February 12, 2018
Savantalk Uncommon Average

The U.S. stock market has delivered an average annual return of around 10% since 1926.1 But short-term results may vary, and in any given period stock returns can be positive, negative, […]

Article
February 12, 2018
Ski Run

A Smooth Ride to the Top Stock market volatility has been historically low: standard deviation of S&P 500 Index daily returns was 0.42% in 2017, the lowest since 1965 2017 […]

Article
February 12, 2018
2018 Outlook Cover

Reaping the benefits of the third longest U.S. expansion since 1945 (see Exhibit 1), investors have enjoyed very favorable market returns, low volatility, low inflation, and expanding household net worth. […]

Market Commentary
January 11, 2018
Market Graph

Global stocks (+1.6%) finished the year on a very strong note. Continued strength from emerging markets (+3.6%) pushed the asset class to a 37.3% gain during 2017! International stocks in […]

Market Commentary
January 11, 2018
Economic Update

There was certainly no shortage of potential market shocks in 2017. To start the year, the U.S. ushered in new leadership. The year also saw presidential elections in South Korea, […]

Market Commentary
December 13, 2017
Market Graph

Global stocks climbed 2.0% during November to continue what has been a stellar 2017 for equities. U.S. stocks also had a strong month, with the S&P 500 Index returning 3.1%, […]