Isaacson Update & Special Reports

Market Update - Winter 2017

2016 proved to be tumultuous on many fronts. It began with a double-digit plunge in stock markets and ended with a six-week equity rally. Fears of rising interest rates and the political surprises of the Brexit vote and Donald Trump’s victory spilled over into financial markets during the year. Amid the tumult, global stocks overall performed well. U.S. stocks again took the lead, with larger-cap U.S. stocks gaining 11.8% and smaller-cap U.S. stocks surging 21.6%. Developed international stocks returned just 2.7% in U.S.-dollar terms. European stocks in particular continued to face headwinds, falling 0.4% on the year. In both cases, the strength of the U.S. dollar weighed on returns.

The overall U.S. bond market gained 2.5% for the year. But that hid a 3.2% tumble during the fourth quarter, as rising interest rates resulted in the worst quarterly performance for bonds in 35 years. Expectations for rising inflation, along with the Federal Reserve’s December decision to raise interest rates for the first time since August 2015, further contributed to falling bond prices.

In constructing globally diversified portfolios, there will be periods of time when comparisons to more concentrated portfolios and/or specific assets seem unfavorable as asset classes that are temporarily out of favor weigh on overall results. While some areas of the markets delivered strong performance this year, others faltered. Since no one can predict ahead of time which market sectors will do well, or for how long, it pays to own a wide selection of investments with attractive and differing risk and return drivers.

If you would like to discuss recent market events or have questions specific to your financial situation, please do not hesitate to contact us.







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.


Liz Anne Sonders Update

“On May 29th, we were fortunate to again have Liz Anne Sonders, the Chief Investment Strategist for Charles Schwab & Co., provide her views on the economy and the market.   She provided wonderful insights and commentary about her perspectives as to directional and behavioral issues – ranging from politics to economics to market impact.   Liz Anne provides not only great information but is able to synthesize multiple factors into a meaningful and interactive dialogue.  With a wide range of investment strategy responsibilities affecting the retail investor and the entire Schwab investor base, and her easy to understand approach, we are pleased that she was able to join us.

We want to thank our clients for taking the time to join us as we endeavor to bring quality and engaging 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.”


20th Anniversary Client Event

Joel Isaacson & Co., LLC celebrated its 20th anniversary with an outstanding client event.  The keynote speaker was Secretary William Cohen, Republican Senator from Maine and Secretary of Defense in the Clinton Administration.  Underscoring the rationale for being selected and serving as the first elected official from one party to serve in the President of another party’s Cabinet, Secretary Cohen gave a thought provoking and interesting speech.  Country over party, providing practical solutions and searching for ways to achieve pragmatic partnerships; Secretary Cohen provided key insights.

We were thrilled with the large turnout, and want to thank our clients for continuing to allow us to earn their business and help them meet their financial goals.


Economic and Market Outlook with Liz Ann Sonders

On Tuesday, February 5, we had an exciting and informative webinar with Liz Ann Sonders, Chief Investment Strategist of Charles Schwab & Co.  Liz Ann shared her insights on the markets and economy in 2013, including leading trends, indicators, and opportunities for this year, and what they can mean for you.

Liz Ann Sonders has a range of investment strategy responsibilities as Chief Investment Strategist at Charles Schwab & Co., reaching from market and economic analysis to investor education, all focused on the individual investor. She analyzes and interprets the economy and markets on behalf of Schwab’s entire client base and chairs their Investment Strategy Council, which provides strategic asset allocation guidance and tactical sector recommendations for the company’s investor base. Liz Ann is a regular guest on many CNBC programs, as well as on ABC’s Good Morning America, CBS This Morning, PBS NewsHour, Fox Business News, CNN, and Bloomberg TV & Radio. She is also regularly quoted in major financial publications including The Wall Street Journal, The New York Times, BloombergBusinessWeek and Associated Press articles; and has written a column for the Financial Times.  Liz Ann received her B.A. in economics and political science from the University of Delaware, and her M.B.A. in finance from Fordham University.