Stock prices sagged for most of August, returning to the starting point at the very end. Biotech stocks outperformed for the month and health care and utilities offered gains. Values are still up amazingly this year. International stocks and emerging markets lead the surge, with large company stocks next in growth year-to-date. [Read more…]
August 2, 2017
July markets continued to climb with both stocks and bonds gaining over the month. Only small company value stocks – the long term leaders – slipped a bit. Technology stocks continue to outperform the rest of the market. There is an acronym for today’s leading technology companies: FAANG, for Facebook, Apple, Amazon, Netflix, and Google. [Read more…]
News July 10, 2017
Stocks continued to climb over the month adding to already impressive gains year to date and over the past year. Our average diversified portfolio net-of-fee return closed June competitive with the S&P stock index over the month and the past year. Even with bonds and conservative positions, emphasis on health care, technology and international markets has kept our portfolios competitive without excessive risk. [Read more…]
