Q3 2019 Insights
How did the markets do? Global financial markets generated mixed returns in the third quarter. U.S. equity returns were broadly positive, as were fixed income returns, while smaller-cap U.S.…
SOL Financial Education
Recession Rampage
This year the media has been talking about recessions quite a bit. May, August and now in September. Spring, Summer and Fall. Perhaps it is just a seasonal thing. Whenever…
Q2 2019 Client Investment Letter
In June, global financial markets closed a second consecutive quarter of positive returns, though not without its fair share of noise and volatility. Ongoing trade tensions continued to generate turbulence,…
Q2 2019 Insights
What happened? Global financial markets closed a second consecutive quarter of positive returns, though not without its fair share of noise and volatility. Uncertainties surrounding tariffs and the reliability…
Q1 2019 Insights
Global Economic and Financial Markets Summary Global equity markets started this year on a positive note, generating broad gains in the first quarter, rebounding off a difficult end to…
Q1 2019 Insights
Global Economic and Financial Markets Summary Global equity markets started this year on a positive note, generating broad gains in the first quarter, rebounding off a difficult end to…
2019 Q1 Client Investment Letter
Global equity markets started this year on a positive note, generating broad gains in the first quarter, rebounding off a difficult end to 2018. Major investment-grade bond indices delivered a…
2018 Q4 Client Investment Letter
After reaching all-time highs in the third quarter, major U.S. equity indices fell sharply in the fourth quarter of 2018. The S&P 500 Index briefly entered bear market territory ¹…
Q4 2018 Insights
Global Economic and Financial Markets Summary After reaching all-time highs in the third quarter, major U.S. equity indices fell sharply in the fourth quarter of 2018. The S&P 500…
Navigating the New SOL Capital Portal
We are very excited to share our new client portal. By now you should have received information via email about getting access. In this post we will provide…
2018 Q3 Client Investment Letter
While the third quarter saw a relatively calm environment for equities, especially U.S. stocks, in hindsight it was the “calm before the storm…”
Q3 2018 Insights
While the third quarter saw a relatively calm environment for equities, especially U.S. stocks, in hindsight it was the “calm before the storm.” Most third quarter and year-to-date gains (again,…