Isaacson Update & Special Reports

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 10% drop. Stocks rebounded through the first half of March, only to drop again into month-end. By the time markets closed on March 29, U.S. stocks had swung to a loss of nearly 1% for the quarter. Developed international stocks fared slightly worse, with a loss of 1%.  Markets were set on edge by inflation worries, trade war fears and a string of negative tech company announcements capped by a data privacy scandal at Facebook.

Despite the drama in financial markets, the global economic and corporate earnings backdrop still appears solid—and supportive of risk assets—for the near term. That said, we do believe we are in the late stages of the current economic cycle.

Over the shorter term, markets are driven by innumerable and often random factors that are impossible to consistently predict (although that doesn’t stop lots of people from trying). Simply put: markets and economies are unpredictable. But when it comes to the investment world, we are often our own worst enemy. We fall prey to performance-chasing, our natural inclination to “do something,” and other behaviors that may have helped our ancestors, but hurt us as investors. The best defense is a sound, fundamentally grounded investment process that you can have the confidence in to be able to stick with for the long term.

As always, we appreciate your trust in us and welcome questions.



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.