Isaacson Update & Special Reports

Markets Rise Modestly in the Third Quarter of 2019 as the Fed Cuts Rates and the Trade War Continues

The U.S. stock market increased modestly in the third quarter, propelling the S&P 500 and the DJIA to their best three-quarter start to the year since 1997, and NASDAQ to its best three-quarter start since 2013 – all while further extending what is the longest bull market in U.S. history.

The broader S&P 500 enters the final three months of the year with a gain of close to 19% – its best performance in over two decades – as the third quarter’s return of 1.18% padded its yearly return. The S&P 500 is just a hair shy of its all-time high reached on July 26th, but if you look at the performance over the past year, it has moved a paltry 2%, mostly a result of the selloff in stocks toward the end of 2018.

Interestingly, the same news that dominated the second quarter continued to dominate the third quarter, but there were some twists. Once again, two main themes kept influencing the markets: hopes of a trade truce between the U.S. and China and a decided shift by the Federal Reserve with respect to short-term rates.

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Events

2018

Joel Isaacson & Co. 25th Anniversary Celebration

Thank you to the best staff and clients who made celebrating 25 years possible.  A special thank you to all who braved a November snowstorm on Thursday, 11/15/18, to join us at the United Nations. Click here to view Governor’s letter congratulating Joel Isaacson & Co. on celebrating 25 years.

2016

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.

2015

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.