by | | Company Events, Company News, Formation, Foundation, Freedom, Market Commentary
1st Qtr Review 2015 has been marked by increased volatility, thus far; January and March showed weak returns, with a relatively strong February sandwiched in the middle. The increased volatility helped bonds continue to go higher in the quarter as investors sought...
by | | Formation, Foundation, Freedom, Market Commentary
4th Qtr Review Since starting off the quarter marked by high levels of fear and falling stock markets, most U.S. markets rebounded and finished the year off strong. International and Emerging markets continued their weakness and finished the year in the red. Bonds...
by | | Formation, Foundation, Freedom, Market Commentary
3rd Qtr Review Market volatility increased significantly in the 3rd quarter as the news came out about Ebola, European markets slowing, and ISIS becoming a threat in the Middle East. Most major indices were down during the quarter led lower by small caps and...
by | | Formation, Foundation, Freedom, Market Commentary
2nd Qtr Review After an initial scare caused by the Russian and Ukrainian conflict in April, which sent the market down about 4%, stock markets recovered to have a decent quarter. Both stocks and bonds had modest returns for the quarter with Emerging Markets leading...
by | | Formation, Foundation, Freedom, Market Commentary
1st Qtr Review The year started off in the red after such a positive 2013. The combination of investors coming to the realization that the FED stimulus measures are coming to an end and Unrest in Ukraine was enough to reverse some of the gains of 2013. However,...
by | | Formation, Foundation, Freedom, Market Commentary
3rd Quarter Review Coming off poor 2nd quarter performance, stock markets resumed their upward trend in the 3rd quarter. Bond markets have reversed downward trends and started to level off, ending the quarter with a small gain (although they are still down for the...
