Market Commentary
Update from White Oak
Over the past weeks, volatility picked up in response to the trade deal with China (or lack thereof). For much…
Our Thinking
These are the letters we send to clients. They were written on a particular day about the market as it stood that day, so the date matters as much as the words — we publish them here unedited, as a record of how we were thinking at the time.
Showing 12 of 139 posts · page 11 of 12
2019
Market Commentary
2019 – Off to a Good Start
It’s amazing how quickly sentiment can change. And the change from last December shows the importance of focusing on data…
Market Commentary
Focus on Corporate Profits
Over the past week, volatility picked up in response to the trade deal with China (or lack thereof). For much…
Processes
Trusted Contact
As you know from your monthly and tax statements, our firm uses Fidelity Investments as the custodian of your assets.…
Market Commentary
Update from White Oak
We hope you have had a good start to 2019! The New Year is shaping up quite nicely. The markets…
Market Commentary
The Market Rebounds
The New Year is shaping up quite nicely. The market is up roughly 18% from the December lows, although not…
2018
Market Commentary
A Lump of Coal
Historically, December is the best-performing month for the S&P 500. However this year, it looks like December is playing the…
Market Commentary
Market Update from White Oak
Despite the historical bias for December being the best-performing month for the S&P 500 going back to 1950, the market…
Market Commentary
Market Perspective: Is the Route Clear?
The past two months of this year's market action have been frustrating. However, most of the signs we are watching…
Market Commentary
Daily Volatility
A persistent comment/question I hear from clients and others relates to the market’s recent volatility….up 300…down 200…up 175…and so forth.…
Market Commentary
Market Update
October 2018, historically a scary month for investors, did not disappoint in terms of bringing on an increased level of…
Market Commentary
S&P 500 Peak Earnings
The market’s recent volatility has many wondering whether the moves higher we enjoyed over the past couple of years can…
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