Isaacson Update & Special Reports

Market Update - Summer 2017

2017 has proved to be a very positive one for global stock markets to date, and the second quarter was no exception. Through June 30th, developed foreign stock markets were up 13.8%. Emerging-market and larger-cap U.S. stocks gained 18.4% and 9.3% respectively. Bonds also delivered solid returns in the quarter.

As we look back over the first half of the year, one of the most notable items is how steadily markets have risen, despite ongoing political uncertainty and geopolitical tumult. We believe this serves as a good reminder that over the long term, financial assets are priced and valued based on their underlying economic fundamentals —not on transitory macroeconomic or political events.

Looking ahead, we know there will inevitably be shorter-term market surprises, including negative ones. Given the high level of complacency we’ve witnessed in the markets so far this year, it is reasonable to think stocks could potentially be vulnerable to a negative surprise. This is why it’s more important than ever to take a long-term investment view when it comes to positioning our portfolios. While there has seemed to be little need for diversified portfolios over the past eight years of a U.S. equity bull market, history teaches that this cycle will turn too and the portfolio benefits of diversified strategies  will then be apparent. Moreover, market over-reactions to shorter-term news or outcomes can create compelling longer-term investment opportunities for us, and great stock- and bond-picking opportunities for our managers.

As always, we appreciate your confidence and welcome questions about your individual portfolio or financial situation.



Client Event with Greg Valliere

On Thursday, November 3rd, we had an informative presentation at our client event on the state of the electoral season, culminating on Election Day, November 8th provided by Greg Valliere.

Greg is the Chief Political Strategist for Horizon Investments specializing in coverage of the Federal Reserve, tax and spending issues, and - of course - politics.  He has nearly 40 years of experience following Washington issues for institutional and retail investors.  He also is widely quoted in the nation's media.  Greg is a regular guest on CNBC, Bloomberg TV and radio, Fox Business, CNN, and CBS radio.  He is also regularly quoted in the nation's financial press, including Barron's and the Wall Street Journal.

We want to thank our clients for joining us as we endeavor to bring quality and useful information to you.  Additionally, we are always pleased to be able to have you join us and we want to thank you for continuing to allow us to earn your business every day.


AHRC Honors Joel Isaacson

AHRC honors Joel Isaacson with the Business & Philanthropic Leadership Award

On Tuesday, February 3, 2015 the AHRC will recognize Joel Isaacson, CEO and Founder of Joel Isaacson & Co., LLC, with its Business & Philanthropic Leadership Award (click link to learn more).  The honor will take place at the 35th Annual Thurman Munson Awards Dinner.  We are extremely proud to have Joel be recognized in this manner for his contributions to a wonderful cause and for his work on behalf of this underserved population.  The values that the ARHC embraces, Passion, Respect, Integrity, Diversity and Excellence are characteristics that Joel brings to the firm as well and for its clients.  Click here for more information.