Blog Investment Management
Thank you to everyone who joined us at our 2016 Financial Forums. We had a wonderful event and hope you found it educational and enjoyable. If you were unable to attend, you can still watch the Market Commentary Presentation below. And if you’re looking for a great read over Thanksgiving break, pick up a copy…
Read MoreThe S&P 500 broke above its two year trading range in July Stocks posted positive gains, led by non-U.S. stocks Elections typically don’t have long-term effects on markets however they do bring short-term uncertainty We don’t invest in Presidents. We invest in companies. The fundamentals of those companies matter the most in the long run…
Read MoreWith the presidential election only a few weeks away, investors may be wondering how their portfolios could be affected by this year’s outcome. Most Americans have an unfavorable view on the federal government. Only 19% say they can trust the government always or most of the time, among the lowest levels in the past half-century[1].…
Read More2nd Quarter 2016 Commentary Leonard Rickey Investment Advisors “Brexit” briefly caused stock prices to tumble, but U.S. stocks quickly recovered and posted positive returns for the quarter. There has been a broad trading range for the last and half in the S&P 500. It finished at the top end of the range but did not…
Read MoreLast week the United Kingdom (UK) voted to leave the European Union (EU), leading to Prime Minister David Cameron’s resignation and swift reactions in the financial markets. As a result of the political uncertainty, stocks, bonds and currencies reacted strongly. Financial markets had priced in the UK staying in the EU, so the vote took investors…
Read MoreMarket Summary 2015 was a difficult year for investors as many of the major asset classes finished down or flat for the year. The trends over the last few years continued in the fourth quarter, including U.S. stocks outperforming most other world markets, declining prices from oil and other commodities, a strengthening U.S. dollar and…
Read MoreWhat is a capital gain? A capital gain is the profit when you sell a capital asset, such as stocks, bonds, mutual funds or property. The profit is your gain over the original price you paid and you must pay tax on that gain. For example, if a stock is bought at $50 and later…
Read MoreNot since the precarious days of 2007 has the market gone so long without corrections of 5%, 10%, and 20%. Is the streak about to end? Geopolitical speculation is running rampant (think Middle East, Ukraine, Scotland, etc.) and September-October has a bad reputation. A dozen of the Dow Jones Industrial Average’s 20 biggest one-day drops…
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4th Quarter 2016 Commentary LRIA
· President-elect Donald Trump’s election win had a big effect on the financial markets · U.S. stocks hit to new all-time highs while other classes like gold, bonds and non-U.S. stocks suffered after Trump’s win · The trend in U.S. stocks remained positive. Non-U.S. earnings started to pick up and investors expected increased earnings…
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