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Quarterly Commentary – October 2017

Wealth Dimensions
Wealth Dimensions
October 23, 2017  No Comments

In the third quarter, continuing positive outlook for the global economy and better-than-expected corporate earnings were the catalysts that kept markets moving forward.  Several key market indexes reached record highs during the quarter, despite increasing tensions with North Korea and the continuing political uncertainty.  For the Full Article

Quarterly Commentary – July 2017

Wealth Dimensions
Wealth Dimensions
July 26, 2017  No Comments
Pension Egg Cracked on Money

Equity returns were positive around the globe in the second quarter with international developed and emerging markets stocks faring better than those in the U.S. Rising expectations for an acceleration in overseas economic growth and lower relative valuations to their U.S. counterparts are causing international equities to continue to gain ground Full Article

Quarterly Commentary – April 2017

Wealth Dimensions
Wealth Dimensions
April 25, 2017  No Comments
Stock Market Numbers Arrow Going Up

Thankfully, 2017 started out on a far more positive note than the first quarter of 2016. Last year’s record-breaking poor first quarter performance seemed like a distant memory, as corporate earnings growth and prospects for newfound economic prosperity under the Trump administration continued to feed the post-election rally.  For the Full Article

Quarterly Commentary – January 2017

Wealth Dimensions
Wealth Dimensions
January 23, 2017  No Comments

Two events caught investor’s attention in the fourth quarter of 2016 – the unlikely election of Donald Trump as President and the Fed’s second interest rate increase since 2006. Markets reacted to both, as the Trump election fueled sentiment that the new administration would finally focus on fiscal issues like modernizing our nation’s Full Article

Quarterly Commentary – October 2016

Wealth Dimensions
Wealth Dimensions
October 26, 2016  No Comments

Despite an initial pullback following June’s unexpected Brexit vote, global markets steadied in the third quarter as central banks remained accommodative and economic fundamentals generally improved. However, familiar macroeconomic themes, such as geopolitical risks and uncertainties, anemic global growth and persistently low returns causing Full Article

Quarterly Commentary – January 2016

Wealth Dimensions
Wealth Dimensions
January 25, 2016  No Comments

In this Issue: A View from Home Field The China Syndrome Currency Crossroads Oil: Boom or Bust? It’s a Complicated, Interconnected World In 2015, U.S. equity markets experienced periods of fits and starts, yet finished the year close to where they started. After hitting record highs in May, the markets experienced their first correction since Full Article

Quarterly Commentary – October 2015

Wealth Dimensions
Wealth Dimensions
October 26, 2015  No Comments
economic volatility

In this Issue: Climbing the Wall of Worry 7 Basic Rules The Bond Debate: Part II Going UP? Download PDF The third quarter of 2015 proved to be a difficult one for investors, as US economic data showed signs of weakness, global slowdown fears persisted and continued talk of looming interest rate hikes all converged, Full Article

Quarterly Commentary – April 2015

Wealth Dimensions
Wealth Dimensions
May 18, 2015  No Comments

At the close of the first quarter, the global economy continued to muddle along, with falling commodity prices, foreign currency weakness, and lower bond yields present throughout most of the world. The European Central Bank’s strategy to revive Europe’s economic malaise with the introduction of its own brand of quantitative easing is in full Full Article

Quarterly Commentary – July 2014

Wealth Dimensions
Wealth Dimensions
July 20, 2014  No Comments

The second quarter was full of surprises for global investors, as the markets had to digest disturbing geopolitical issues, the economic effects of the winter freeze and the impact of central bankers around the globe continuing their respective versions of aggressive monetary stimulus. Despite these headwinds, sentiment improved about the U.S. Full Article

Quarterly Commentary – April 2014

Wealth Dimensions
Wealth Dimensions
April 17, 2014  No Comments
Wealth Dimensions Newsletter

In the first quarter of 2014, the Federal Reserve had a changing of the guard, as Janet Yellen became the new Fed chairman replacing Ben Bernanke. Equity markets nervously awaited this transition with the S&P 500 sliding 3.56% in January, but recovering 4.31% in February and another 0.69% in March, as Yellen reassured the markets that Full Article