Third Quarter 2014 Market Commentary: The Return of Fear and Volatility
Global geopolitical tensions and concerns about slowing growth outside the United States took center stage throughout the third quarter. The rise of ISIS sent tremors throughout the Middle East while...
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Third Quarter 2013 Market Commentary & Outlook
Putting the Recent Quarter in PerspectiveA prominent investor and academic Robert Arnott once said “In investing, what is comfortable is rarely profitable.” Investors are often unduly influenced by...
View ArticleSecond Quarter 2014 Market Commentary: Strong Returns but Caution Warranted
In spite of a weak start to the quarter, investors were again rewarded with strong returns across stock and bond markets in the 2Q14. Growing geopolitical conflicts around the world involving Ukraine...
View ArticleMarket Update
Wondering about recent volatility in the markets? We continue to see pressure in the equity markets as a result of market expectations that the Fed may be forced to at least cut back on QE measures...
View ArticleMarket Timing & Corrections
I’ve received a lot of questions lately about the potential for a stock market correction. Though I do agree a correction will happen eventually, I emphasize to clients that we invest for one reason....
View ArticleMarket Commentary - Second Quarter 2015
July 21, 2015– Investment returns were mostly flat across major US and International stock markets in the second quarter. As discussed in previous client letters, three major themes – CHINA, GREECE...
View ArticleMarket Commentary - First Quarter 2015
April 16, 2015– With oil prices declining so significantly over the past six months, many hoped the extra money in consumer pockets would translate into a rebound in US consumer spending in the 1Q...
View ArticleInterview with Steve Yoder from The Fiscal Times on Smart Moves in the...
Liam Timmons, President of Timmons Wealth Management, was recently interview by Steve Yoder for a piece in The Fiscal Times titled “5 Smart Ways To Rebalance Your Portfolio.” The article covers actions...
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Fourth Quarter 2013 Market Commentary & 2014 Outlook
Fourth Quarter 2013 ReviewAs we put 2013 in our rear-view mirror, it is difficult not to smile as we assess the past year’s investment results. Despite the numerous challenges and worries that plagued...
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First Quarter 2014 Review & Outlook
First Quarter 2014 Review & OutlookDespite positive absolute returns across equity and bond markets in the first quarter, investors witnessed a return of volatility during the first three months of...
View ArticleAPPLE INVESTORS ARE DISAPPOINTED, BUT FOR THE WRONG REASONS.
Did Wall Street analysts and investors alike skip the strategic management course in school? It sure seems so with numerous brokerages cutting ratings on Apple’s stock due to disappointment over the...
View Article4Q 2014 Market Commentary: Volatility Rewards Investors & the New ?Crude?...
In our quarterly market commentary, we review the drivers behind returns in the fourth quarter and dig into the big story of falling oil prices. We also discuss our outlook for US and International...
View ArticleMarket Commentary - Third Quarter 2015
October 5, 2015– A relatively quiet start to the third quarter gave way to growing levels of fear and anxiety by the beginning of August. Higher valuations left markets more susceptible to a selloff as...
View ArticleMarket Commentary - Fourth Quarter 2015 & Outlook
January 19, 2016– The fourth quarter rally across global stock markets left diversified investment portfolios with a modest loss for the year, a notable improvement over the position investors had...
View ArticleMarket Commentary - First Quarter 2016 & Outlook
April 19, 2016– If you had gone to sleep on New Year’s Eve 2015 and emerged from your hibernation on April 1st 2016, a cursory review of first quarter market performance would have likely left you...
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