Author Archives: tina

Markets Continue to Set Records in the Second Quarter of 2019

Stock markets in the U.S. and (for the most part) around the globe turned in a good second quarter, which when combined with a good first quarter, created fantastic YTD returns for investors. In fact, the returns were historic, especially … Continue reading

2018 Market Review

Across the board, it was an extremely difficult year to make money in the financial markets. U.S. and global stocks dropped sharply in the last quarter, capping a year marked by turbulence and losses across most asset classes. Among investors’ … Continue reading

Market Update from Joel Isaacson & Company

It certainly has been a tumultuous few months for both financial markets and investors. We would like to take a moment to share with you our thoughts on the current environment. As everyone has witnessed, markets have sold off meaningfully … Continue reading

Market Update – Fall 2018

The S&P 500 hit highs in September and finished Q3 up 10.4%, small- cap US stocks finished up 11.5%. S&P 500 earnings per share grew 27% year over year in the quarter–compared to their 6% long-term annualized rate. Record levels … Continue reading

Market Update – Spring 2018

Volatility Returns The 1st quarter of 2018 proved to be a wake-up call for the complacent. Markets began the year on a tear; at one point in January, U.S. stocks were up 8%. Then came February, which   ushered in a … Continue reading

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 … Continue reading

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 … Continue reading

Market Update – Fall 2016

Despite uncertainties, including a U.S. presidential campaign that has unfolded as the most unconventional in recent memory, the S&P 500 Index rose almost 4% in the third quarter. Volatility remained at low levels through July and August. In September, stock … Continue reading

Market Update – Summer 2016

U.S. markets were initially range-bound for most of the 2nd quarter until June, when the relative calm in global stock markets came to an abrupt end. Upending most forecasts and taking world financial markets by surprise, the UK voted to … Continue reading

Market Update January 2016

As we look back on the financial markets in 2015, what really stands out is how poor returns were across the globe and across asset classes (stocks, bonds, commodities, etc.). Among the major global stock markets, the United States was … Continue reading