October Market Correction — Factors, Pillars and Actions
After rising by 11.5% year-to-date through October 3rd, and after hitting our full year forecast for 10%-15% gains as outlined in our...
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Insights
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William A. Goldstein
- Oct 12, 2018
- 2 min
What Price Growth?
The S & P 500 Stock Index rose 7.71% for the third quarter, as growth stocks led the equity markets to new highs. Many high growth...
William A. Goldstein
- Jul 12, 2018
- 1 min
Getting Nowhere Fast
The first half of 2018 has seemed like a bit of a roller coaster ride for stocks, but values ended the period about unchanged. The Dow...
William A. Goldstein
- Apr 10, 2018
- 1 min
No Free Lunch
In order to earn the long-term returns that stocks offer, one has to put up with the sometimes discomforting volatility of markets. This...
William A. Goldstein
- Jan 11, 2018
- 1 min
2017 Year End Letter
This is the time of year for predictions. The broad consensus of stock market predictions a year ago was that the S & P 500 Stock Index...
John Sobel
- Jan 11, 2018
- 2 min
2017 — High Returns, Low Volatility
2017 was a terrific year in which to be an investor in the equity markets. The S&P 500 established a new all-time high, and returned...
Brian Zavalkoff
- Jan 10, 2018
- 3 min
2017 Year in Review
2017 proved to be an excellent year for performance across most asset classes around the globe. U.S. and international equity markets...
Brian Zavalkoff
- Jan 10, 2018
- 4 min
2018 Market Outlook
As we turn our focus to 2018, we remain focused on the most important factors influencing U.S. equities - employment and earnings On the...
Joan Giardina
- Dec 22, 2017
- 3 min
The Times—Are They Changing?
“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of...
Brian Zavalkoff
- Dec 4, 2017
- 4 min
A Quick Note on the Tax Plan Impact
Now that it appears likely that the new Tax Plan will be passed into law, I thought you might be interested in a brief note as to some of...
William A. Goldstein
- Oct 10, 2017
- 1 min
Third Quarter 2017 Market Letter
The big story in the economy and the financial markets this past quarter was that there was no big story. Corporate earnings and the...
William A. Goldstein
- Jul 12, 2017
- 1 min
Second Quarter 2017 Market Letter
More of the Same The political, international and economic trends that have been in place, continue unabated. We have seen: More Tweets...
William A. Goldstein
- Apr 12, 2017
- 1 min
First Quarter 2017 Market Letter
During the first quarter of this year, stocks continued their upward march, to the surprise of many investors. The S & P 500 Stock Index...
Joan Giardina
- Feb 9, 2017
- 2 min
Perspectives
Never in the past forty years have I experienced a time when the political climate so dominated the investment discourse and my...
William A. Goldstein
- Jan 6, 2017
- 1 min
Fourth Quarter 2016 Market Letter
Surprise! Once again the equity markets surprised investors, with the Standard and Poor’s 500 Stock Index rising 11.96% for the calendar...
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