Author Archive for: ‘tbruno’

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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House

Don’t Sell Your Property

Don’t sell your property until you’ve considered all your options Selling your property is one way to realize the value of your assets, but it may not be the best way to maximize your value. You can avoid the hassle of selling your property or land by making a charitable gift to the Oklahoma United Methodist Foundation. The benefits of […]

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Investment Summary as of December 31, 2016

After a historically negative start to 2016, the U.S. markets recovered significantly from their mid-February lows. U.S. stocks in the S&P 500 Index gained 12.0% for the year; led by small cap value stocks up 17.3%. Bonds in the Barclays Capital U.S. Aggregate Bond Index returned 2.7% and had a great year going until a post-election decline in fear of […]

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Investment Summary as of November 30, 2016

The election is finally over! The result was certainly a surprise to the markets as the overnight markets dropped sharply on election night. The declines were only temporary for U.S. stocks with the S&P 500 Index rebounding to advance 3.7% for the month. International stocks and fixed income remain under pressure. International developed market stocks in the MSCI EAFE Index […]

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Investment Summary as of October 31, 2016

U.S. stocks in the S&P 500 Index saw their first monthly decline since February; declining 1.8% in October. International developed market stocks in the MSCI EAFE Index were down 2.1%. Bonds in Barclays Capital U.S. Aggregate Index declined 0.8%. The Diversified Fund and Endowment Investment Fund declined 1.7% for the month, in step with the broad markets and the benchmarks. […]

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Investment Summary as of September 30, 2016

September was a flat month for U.S. stocks and bonds with the S&P 500 Index up .02% and the Barclays Capital U.S. Aggregate Bond Index off (.06%). Both indexes were positive for the quarter; gaining 3.9% and 0.5%, respectively. International developed market stocks in the MSCI EAFE Index were up 0.96% for the month and had a great quarter gaining […]

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El Sistema Oklahoma

“Music is my life, my peace, my freedom, and my heartbeat”

Music is a gift that can affect any life and unite all kinds of people. Music is the heartbeat that pushes on in a ministry here, in Oklahoma. El Sistema Oklahoma is an impressive program established in Oklahoma City supported by St. Luke’s United Methodist Church and the Wanda L. Bass School of Music at Oklahoma City University. Musical Citizens […]

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Investment Summary as of August 31, 2016

After a volatile July, August was relatively quiet for the broad markets. U.S. stocks in the S&P 500 Index were flat in August at 0.1% but are up 7.8% year-to-date. International developed market stocks in the MSCI EAFE Index were off 0.2% in August and are down 1.8 year-to-date. Bonds in the Barclays Capital U.S. Aggregate Index were also flat […]

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OSUWesley5

Better Stories of Campus Ministry

Janina Graves is now the Associate Director at the Wesley Foundation at Oklahoma State University. As a college student at OSU, she encountered the inevitability of countless questions as she began to navigate her adult life. At the OSU Wesley Foundation, she found a safe and loving place to explore the person God created her to be. Since that time, […]

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