Category: Market Update

January 2019 Market Commentary

The 4th quarter presented many challenges to investors, but January gave us a nice start to 2019! Hillary Sunderland, Chief Investment Officer shares her insights on the markets in January…
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4th Quarter Market Commentary

Tune in to hear insights from Chief Investment Officer Hillary Sunderland, CFA to hear her thoughts on the erratic market movements over the last few months!  If you have questions…
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November 2018 Market Commentary

It’s been a very difficult end of the year in the markets.  Wide positive and negative swings may have you wondering why there’s been so much volatility, and what to…
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October 2018 Month End Market Update

[arve url="https://www.youtube.com/watch?v=0dD33eltOik" /] October has been a tough month in the markets!  This market update is a little longer than usual (14 minutes). Hillary's insights are very valuable in terms…
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3rd Quarter Market Commentary – September 2018

Join Hillary Sunderland, CFA, CKA, Chief Investment Officer of Beacon Wealth Consultants for the 3rd quarter market update!  This month Hillary delivers her report in a brief client-friendly video.  If…
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Monthly Market Insights: Does Diversification Still Make Sense?

The U.S. economy grew at a 4.2% annualized rate in the second quarter – marking the most rapid growth in the last four years as massive tax cuts for companies…
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Monthly Market Insights – Bond Market Continues to Serve Up Short-Term Pain for Long-Term Gain

August 1, 2018 The stock market remains caught in a tug of war between politics and fundamentals. While trade tensions and the potential for additional tariffs suggest caution may be…
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Second Quarter Economic and Market Commentary

With a Trade War Brewing, Returns Remain Difficult to Come By Hillary Sunderland, CFA®, CKA®   Click on the image below to read the 2nd Quarter Market Commentary If you…
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Monthly Market Insights – Bond Market Volatility Continues

Bond yields continued to capture the headlines for much of May. The 10-year Treasury started the month at a yield of 2.94%, reached a seven-year high above 3%, and then…
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Monthly Market Insights – Strong Earnings Fail to Inspire Investors

  Another month is in the books and many economic headlines would leave you surmising that it was a good one for the stock market. In April, the initial reading…
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First Quarter Economic & Market Commentary

A Sideways Performance The biggest theme of the first quarter was the return of volatility as equity investors experienced a much bumpier ride than what they’ve become accustomed to over…
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Monthly Market Insights: Correcting the Imbalances

March 1, 2018 February was a volatile month for both stocks and bonds.  The major stock market averages dipped in correction territory earlier this month - falling 10% from record…
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SPECIAL REPORT: Putting Market Losses in Perspective

If you’ve ever read the financial news or watched a TV segment that includes a market update, you’ve likely been bombarded with terminology that you may not be able to…
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An Exceptionally “Normal” Year

Fourth Quarter Commentary Despite plenty of geopolitical turmoil, lofty stock market valuations, and a Federal Reserve focused on increasing interest rates, 2017 was an exceptionally “normal” year for the stock…
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Monthly Market Insights – Is Tax Reform a New Reason to Cheer?

December 5, 2017 - Recent headlines have been dominated by the prospect of tax reform which is now in its final stages. While the tax reform bills are largely uniform between…
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