Isaacson Update & Special Reports

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 for the last month of the second quarter.

Consider this:

  • The 30-stock DJIA and broad-based S&P 500 posted their best June in 81 and 64 years, respectively;
  • The DJIA delivered its best first half of the year since 1999;
  • The S&P 500 delivered its best first half since 1997;
  • The technology-laden NASDAQ recorded its best June in nearly 20 years.

Markets had a lot to digest in the second quarter and there were two main themes that kept influencing the upward momentum: hopes of a trade truce between the U.S. and China and shifting Federal Reserve bank policies 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.