2nd Quarter 2019

Over time, the stock market has posted returns in excess of most other asset classes but you have to endure uncertainty. Investors, naturally, want to get compensated for that bumpy ride. This year has been a perfect example of getting paid for staying invested during the volatile times. Year to date the price change of the S&P 500 is 17.35%. If you annualize those numbers, you get close to a 40% return on your money for this calendar year alone.

Historically speaking, this has been the best start to a year in the S&P 500 since 1997 and it was the best June in the Dow since 1938. And, frankly, that is all well and good, but the key to realizing those returns is making it through the tough times, like we saw in May when the S&P fell 6.6% in that month alone.

Please click on the link below for the full report.

2nd Quarter 2019 Client Newsletter

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