Author Archive for: ‘tbruno’

Investment Summary as of December 31, 2015

2015 was a difficult year for investors. Weighing on the markets was speculation on if or when the Federal Reserve would raise rates (they finally did in December), significant declines in commodity/energy prices, a slowing Chinese economy, and a surging U.S. dollar that negatively impacts diversifying strategies to international stocks and bonds.   U.S. stocks in the S&P 500 Index finished […]

Read More →  
Jackie

Jackie’s Story

Jackie Stafford suffered from over a decade of poor dental health and was unable to afford private dental care. Through some connections with Catholic Charities, Jackie found the dental clinic at Neighborhood Services Organization (NSO). She soon made an appointment and received much-needed treatment at a very affordable rate. (see nsookc.org) “Immediately when you walk in the door, they are […]

Read More →  

Investment Summary as of November 30, 2015

The U.S. broad markets were relatively flat for November. U.S. stocks in the S&P 500 Index gained 0.3%. Bonds in the Barclays Capital U.S. Aggregate Index were down slightly at (0.3%). International developed market stocks in the MSCI EAFE Index were down 1.7%. The Diversified Fund and Endowment Investment Fund declined 0.3% for the month versus a benchmark loss of […]

Read More →  
33953090 Ml

Legacy Planning – Donor Advised Funds

John and Jeri first visited beautiful Asheville, North Carolina 10 years ago. They were traveling back east and stopped for the night. They ended up staying for three nights and have been back every year since then. Last year John and Jeri sold the family business and made the decision to retire in Asheville. They are interested in continuing to […]

Read More →  

Investment Summary as of October 31, 2015

After a difficult 3rd quarter, stocks rebounded sharply in October. U.S. stocks in the S&P 500 Index gained 8.4%. The Dow Industrials gained 8.5%, their largest monthly gain in four years. International developed market stocks in the MSCI EAFE Index were up 7.7%. Bonds in the Barclays Capital U.S. Aggregate Index were flat at 0.02%. The Diversified Fund and Endowment […]

Read More →  

Investment Summary as of September 30, 2015

The 3rd quarter was a difficult one for equities. U.S. stocks in the S&P 500 Index declined 6.4%. The Dow Industrials declined 7.6%. International developed market stocks in the MSCI EAFE Index declined 10.8%. During these times, we must remind ourselves to not be overly influenced by short-term market swings. Our investment philosophy is based on a long-term view of […]

Read More →  

Investment Summary as of August 31, 2015

Below our summary is a note from Wespath, our investment manager, addressing the recent stock market declines August was an extremely volatile month for the stock markets. U.S. stocks in the S&P 500 Index declined 6.0%. International developed market stocks in the MSCI EAFE Index declined 7.6%. During these times, we must remind ourselves to not be overly influenced by […]

Read More →  

Investment Summary as of June 30, 2015

Stocks and bonds sold off in June resulting in a relatively flat quarter for stocks. Large company U.S. stocks in the S&P 500 Index declined 1.9% in June and gained 0.3% for the quarter. International developed market stocks in the MSCI EAFE Index declined 3.0% in June and 0.4% for the quarter. The Barclays Capital U.S. Bond Index was down […]

Read More →  

Investment Summary as of May 31, 2015

The markets were mixed in May. Large company U.S. stocks in the S&P 500 Index gained 1.3% for the month. These gains were offset by global equities and fixed income strategies resulting in a relatively flat month for our diversified portfolios. International developed market stocks in the MSCI EAFE Index declined (1.1%). The Barclays Capital U.S. Bond Index was down […]

Read More →  

Investment Summary as of April 30, 2015

U.S. stocks were mixed in April. Large company stocks in the S&P 500 Index gained 1.0% for the month. Small company stocks in the Russell 2000 Index declined 2.6%. International developed market stocks in the MSCI EAFE Index were up 3.7%. International stocks have seen a significant reversal in 2015. After a negative 2014, the MSCI EAFE Index is up […]

Read More →  
Page 4 of 8« First...«23456»...Last »