Market Perspective

April 1, 2015

by Mark Carlton, CFA®

Market Perspective for April 1, 2015

Market Summary The first quarter of 2015 is just over and it has been fairly disappointing for most investors. The S&P 500 was up 0.45%...

January 9, 2015

by Mark Carlton, CFA®

Market Perspective for 1.9.15

I am not concerned about the stock market's rough start to the year because January 2014 also got off to a bad start and yet finished the...

December 16, 2014

by Mark Carlton, CFA®

Market Perspective for 12.16.14

It seems like each update starts with how much the market has changed direction from the previous update. As this is written, the stock...

August 22, 2014

by Mark Carlton, CFA®

Our Market Perspective

As we wrote last month, the most prudent course of action statistically is to assume any particular decline in a bull market is a...

August 1, 2014

by Mark Carlton, CFA®

Market Perspective & Fund Notes for 8/1/14

Market Perspective Bear markets are a “when”, not an “if”. The goal is to go into one without being overly aggressively positioned, so...

June 16, 2014

by Mark Carlton, CFA®

Market Perspective for 6/16/14

Stocks finally broke out of their trading range after the Memorial Day holiday as investors decided that the economy was in fact growing...

May 23, 2014

by Mark Carlton, CFA®

Market Perspective for 5.23.14

Stock prices have leveled off here in 2014. The blue chip averages have recovered from both their January correction (6%) and a smaller...

March 31, 2014

by Mark Carlton, CFA®

Market Perspective for 3/31/14

Market Leadership Rotation Last week saw one of the biggest asset allocation reversals I have ever seen. Going into last week, the...

February 18, 2014

by Mark Carlton, CFA®

2.18.14 Market Perspective

Market Activity We got off to a bit of a bumpy start in 2014, but we seemed to have stabilized in the last week. Emerging markets have...

January 17, 2014

by Mark Carlton, CFA®

Market Perspective for 4Q13

Summary Investors continued to push stocks higher in the fourth quarter. Many of the concerns they had going into the year – the...

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