November 2015

NOVEMBER 2015 MONTHLY SUMMARY

The Midwest is experiencing mild temperatures in the prelude to the winter months.  You might say the November markets were mild as well. As you look at the […]

December 8, 2015

October 2015

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OCTOBER 2015 MONTHLY SUMMARY

October is over and it would appear that the correction is over as well.  After dismal August and September performance, October saw the S&P 500 gain over 8% in that one month alone.  This made it easily the best performing month for stocks in the last four years.  However[…]

November 6, 2015

AUGUST 2015

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AUGUST 2015 MONTHLY SUMMARY

August is over and we have moved into our new location!  Stop by for a visit or make sure to check us out at the Open House on October 6, from 2pm to 6pm.  As I write this summary, I still have a few boxes to unpack, but we are really excited about our new office and how it will allow us to better serve our clients.  Change is a struggle for most of us[…]

September 3, 2015

JULY 2015

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July 2015 Monthly Summary

July was a month of recovery for investors in a year that has been one of ebb and flow.  The S&P 500 managed close to a 2% gain to help offset the June losses.  Meanwhile, the Barclays Aggregate Bond […]

August 13, 2015

MAY 2015

Lest We Forget

MAY 2015 MONTHLY SUMMARY

With Memorial Day just behind us, summer is on its way!  The weather is warming up, but the markets remain only lukewarm.   The S&P 500 ended up 1% for the month while bonds were essentially […]

June 12, 2015

 APRIL 2015

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APRIL 2015 MONTHLY SUMMARY

The indecision of the markets has continued through April. The S&P 500 was up fractionally while the Barclay’s Aggregate Bond was down fractionally. The Dow Jones Industrial Index has been fighting to stay […]

May 12, 2015

 FEBRUARY 2015

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FEBRUARY 2015 MONTHLY SUMMARY

February turned into a strong month for stocks as the S&P 500 was up over 5 ½%.  This more than made up for the slow January.  Coincidentally, every February has been […]

March 11, 2015

JANUARY 2015

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JANUARY 2015 MONTHLY SUMMARY

2015 started on a bad note with the S&P 500 down 3%.  Investors seem to still be deciding if cheap oil is a net positive for the economy and whether the monetary policy changes coming forth domestically and in Europe will avert another global recession.  As you might expect, […]

January 31, 2015