November 2016 Monthly Summary

Although the elections are still subject to controversy, November 8th is behind us and equities seemed relieved.  The S&P 500 was up 3.70% for the month with 3.38% of those gains coming after the election.  Bonds were uncharacteristically volatile as interest rates jumped causing values to drop.  The 10 year Treasury yield increased from 1.80% […]



October 2016 Monthly Summary

  The stock market’s timid performance over the last couple months turned negative as the S&P 500 dropped 1.8% in October. Interest rates headed north last month, so bond holders were also hard pressed to make money. 1 Overall, there wasn’t much for investors to be optimistic about as the voting public was subjected to […]


August 2016 Monthly Summary

  The momentum of July’s strong market fizzled. August was essentially a flat to negative month as the S&P 500 and Barclays Aggregate Bond were both down fractionally last month.1 There were 151,000 more jobs created in August with the unemployment rate holding at 4.9%.2 This was weaker than expected and continues to perplex the […]

JULY 2016

July 2016 Monthly Summary

  We ended the second quarter with the United Kingdom deciding to leave the European Union.  The markets closed out June unsure of how this would affect the global economy.  However, July seemed to shrug off these worries with the S&P 500 jumping an impressive 3.7% last month.1  Treasury yields are still really low thanks […]

MAY 2016

May 2016 Monthly Summary

Stocks were up again in May as the S&P 500 dabbles with highs not seen since May of 2015.  Tech-heavy NASDAQ and developed international markets (as measured by the MSCI EAFE index) are still struggling to recover from the January correction. 1  As a result, equity investors haven’t seen the benefits of the recovery show […]

APRIL 2016

April 2016 Monthly Summary

The primary elections are behind us in Indiana and we are just months away from seeing who will be the new leader of the free world.  Often times, the presidential nominations are all but decided before Indiana gets a chance to vote, but this election has been an interesting one on both sides of the […]


February 2016 Monthly Summary

The stock market in February began by showing the signs of another brutal month with the S&P 500 at one point being down 6%.   Almost half way into the leap month, the momentum reversed course to make back some of the losses.1  Treasuries and cash made modest gains, so most investors are still negative for […]


January 2016 Monthly Summary

January 2016 was not for the faint of heart.  As the barometer shows below, bonds were up, but stocks were down almost 5%.  At its lowest point last month, the S&P 500 was down over 11% already giving 2016 its first correction.  Overwhelmingly, the fear is a result of continued energy price weakness. With the […]