“Trust is earned, not given and our team works everyday to earn our client’s trust.”

1st Quarter 2015 Market Commentary

Securities markets experienced heightened volatility throughout the first quarter as mixed economic data, fiscal, and monetary policy divergence suggests a decoupling of select economies. Equity indices posted gains despite these headwinds as investors continue to scour markets for yield.

For the quarter, the S&P 500 Index advanced 1.0% while the Russell 2000 Index of smaller companies gained 4.3%. Health-care, industrials, consumer discretionary and staples were among the top performing sectors, while energy, financials, and utilities lagged.  Across market capitalizations, small-cap stocks generally outperformed mid- and large-cap stocks. Growth stocks outperformed their value counterparts.

Read more…

Contact Us