Author Archive for: ‘tbruno’

Investment Summary Q2 – 2019

It was a volatile quarter due to continuing trade tensions with China weighing on the market in May but gains in late June resulted in a positive quarter adding to Q1 gains. U.S. large stocks in the S&P 500 Index gained 4.3% for the quarter and reached an all-time high on July 1. Growth stocks continue to out-perform across U.S. […]

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Investment Summary Q1 – 2019

What a difference a quarter makes. After a difficult end to 2018, the markets rebounded significantly in Q1 2019. The recovery was driven by the Fed’s reversal on monetary policy regarding interest rate increases and acceptable inflation levels, positive headlines on trade negotiations with China, and solid earnings. U.S. large stocks in the S&P 500 Index gained 13.7% and are […]

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Investment Summary Q4 – 2018

The 4th quarter was a difficult one for investors with many asset classes seeing their largest declines in a decade. Continued uncertainty regarding trade and tariff negotiations with China, possible future interest rate increases by the Fed, and concerns of a slowing U.S. economy weighed on the markets. U.S. large stocks in the S&P 500 Index were down (9.0%) for […]

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Investment Summary Q3 – 2018

Volatility remained the story with the headlines dominated by trade policy, increasing interest rates, the rebound in the U.S. dollar, and a stronger U.S. economy. U.S. large stocks in the S&P 500 Index were up 7.7% for the quarter marking the longest bull market in modern history. International stocks in the MSCI EAFE Index were up 0.8%. The U.S. dollar’s […]

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Investment Summary Q2 – 2018

The markets remained volatile in the 2nd quarter as geopolitics dominated the headlines resulting in mixed returns for the quarter. U.S. large stocks in the S&P 500 Index were up 3.4% but international stocks in the MSCI EAFE Index were off (2.3%). The U.S. dollar rebounded significantly during the quarter which adversely affected non-dollar investments in the International Equity, Fixed […]

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Investment Summary Q1 – 2018

After more than a year of relatively low to moderate volatility in the stock markets, we saw a sharp increase in volatility beginning in February. Inflation concerns tied to wage growth and a spike in the 10-year U.S. Treasury yield contributed to the significant moves in the markets. While these swings can be unsettling on a daily basis, the Diversified/Endowment […]

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Investment Summary – Q4 2017

The equity markets finished the year strong; reaching all-time highs for the Dow, S&P 500, and the NASDAQ during the 4th quarter. The economy continues to improve with strong U.S. corporate earnings, record low unemployment rates, and continued low inflation leading the Fed to increase short term interest rates again in December. Congress passed significant income tax reform legislation at […]

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Investment Summary Q3 – 2017

The markets continued to advance in the 3rd quarter as a result of strong U.S. corporate earnings, record low unemployment rates, and continued low inflation. The S&P 500 reached an all-time high during the quarter for U.S. large stocks. International stocks have benefitted from the rebound in emerging markets. It has been an excellent year for absolute investment performance with […]

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Investment Summary Q2 – 2017

The markets continued to advance in the 2nd quarter as we saw strong U.S. corporate earnings, record low unemployment rates, and continued low inflation. It has been an excellent year so far for absolute investment performance with all four broad asset allocation strategies of the Diversified/Endowment Investment Funds with positive performance: S. Equities +8.9%     /   International Equities +15.1% Fixed […]

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Investment Summary, Q1 – 2017

The markets continued to their post-election run. It was a solid quarter for absolute investment performance with all four broad asset allocation strategies of the Diversified/Endowment Investment Funds in positive territory: U.S. Equities +5.4%     /   International Equities +8.6% Fixed Income +2.0%   /   Inflation Protection Strategies +1.3%   The Funds out-performed peers in the Lipper Median due to: Overweight to […]

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