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Newsletter Archive

  • September 2021 Market Recap

    September 2021 Market Recap.  If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Click images to enlarge. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate future performance and there is a possibility of a loss. This […]

  • August 2021 Market Recap

    August 2021 Market Recap.  If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Click images to enlarge. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate future performance and there is a possibility of a loss. This […]

  • Seeking Clarity on Tax Reform The Wait Continues…

    This past April, the Biden administration announced the $1.8 trillion American Families Plan, which would expand access to education, affordable childcare and various tax credits. The plan (as proposed) would largely be funded by additional taxes on high earners. Since that time, taxpayers have been left wondering whether tax reform could become a reality, and […]

  • ‘Normalcy’ Moves Markets Higher, but Concerns Rise

    Key Observations Many broad market indexes posted positive returns for the month of July with some U.S. indexes hitting all-time highs. However, recent trends favoring the ‘vaccine trade’ areas of the market have reversed for the month with energy taking a step back, large cap catching up and growth outperforming its value counterpart. These shifts […]

  • July 2021 Market Recap

    July 2021 Market Recap.  If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Click images to enlarge. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate future performance and there is a possibility of a loss. This […]

  • 2021 Mid-Year Outlook

    Economic recovery, updated vaccine and portfolio considerations Key Observations Financial market returns year-to-date coincide closely with the premise of an expanding global economic recovery. Economic momentum and a robust earnings backdrop have fostered uniformly positive global equity returns while this same strength has been the impetus for elevated interest rates, hampering fixed income returns. Our […]

  • June 2021 Market Recap

    June 2021 Market Recap.  If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Click images to enlarge. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate future performance and there is a possibility of a loss. This […]

  • May 2021 Market Recap

    May 2021 Market Recap.  If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Click images to enlarge. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate future performance and there is a possibility of a loss. This […]

  • Biden Administration Tax Proposals

    What was announced, what was excluded, and what to keep in mind On April 28, the White House released the “American Families Plan” which outlines the administration’s goals for investing in children, families and U.S. workers. The proposal would include $1 trillion of spending and $800 billion of tax cuts over a 10-year period. The […]

  • April 2021 Market Recap

    April 2021 Market Recap.  If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Click images to enlarge. Open image for list of indices representing each asset class. Past performance does not indicate future performance and there is a possibility of a loss.This report is intended […]

  • Economic Activity Accelerates Heading into Spring

    Key Observations March was another strong month for risk assets, particularly in the U.S. as vaccine manufacturing and distribution ramped up. Loosening COVID restrictions coupled with the new $1.9 trillion stimulus bill supported increased business activity and rising inflation expectations. We remain constructive on risk markets but acknowledge that equity valuations are elevated, interest rates […]

  • Treasury Volatility Returns as Stocks Advance

    Treasury yields surge while equity prices climb higher amid consumer strength. Key Observations The Treasury curve steepened during the month with a sharp rise in the 10-year and 30-year yields, pushing both to pre-pandemic levels. Equities rallied, notably small cap and value stocks, amid more vaccine progress and the anticipation of more stimulus. Strong February […]

  • February 2021 Market Recap

    February 2021 Market Recap.  If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Click images to enlarge.

  • January 2021 Market Recap

    January 2021 Market Recap.  If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Click images to enlarge.

  • December 2020 Market Recap

    December 2020 Market Recap.  If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Click images to enlarge.

  • November 2020 Market Recap

    November 2020 Market Recap.  If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Click images to enlarge.

  • Markets Rally on Early Election Results – November 2020

    Global pandemic, unprecedented government stimulus, record low GDP report, booming technology stocks and a red-hot IPO market – 2020 has been quite the year – and it is not over! A closely contested U.S. presidential election with record turnout appears to be the final drama that will play out as we head into the holiday […]

  • October 2020 Market Recap

    October 2020 Market Recap.  If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Click images to enlarge

  • What the Election Means for My Portfolio

    Investors must understand – and anticipate – the correlation between the outcomes of the election and the markets, if any. Red, Blue or Purple – Does It Matter Who Wins? It is true that politics can be deeply personal, especially because the issues addressed by both parties extend well beyond capital markets. Additionally, elected officials […]

  • September 2020 Market Recap

    September 2020 Market Recap.  If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Click images to enlarge

  • August 2020 Market Recap
  • Fed Stays Put

    The Federal Reserve (Fed) left its policy rate unchanged at the July meeting and announced it expects to continue buying U.S. Treasury and agency securities at the current pace for the foreseeable future. Treasury yields were little changed following the widely anticipated statement, but risk assets staged a rally into the close on the heels […]

  • July 2020 Market Recap

    July 2020 Market Recap.  If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Click images to enlarge

  • June Market Recap
  • Looking at the Past for Future Perspective

    Looking at the Past for Future Perspective | Bear Markets and Recoveries | June 2020 While the bear market earlier this year may have had little historical precedent given the nature of the COVID-19 pandemic, investors may find it helpful to review recent market developments against past bear markets and subsequent recoveries to gain insights […]

  • WHAT HAPPENS IN MARCH STAYS IN MARCH

    What Happens in March Stays in March Markets rebound in April as investors move past initial panic reaction to COVID-19 Key Observations Investors benefitted from a substantial market rebound in April after an incredibly weak March, but year-to-date returns broadly remain negative with the exception of fixed income. Oil lagged the risk-on rally amid a […]

  • ANTICIPATED ALLOCATION ADJUSTMENTS

    March proved to be one of the most volatile months in the history of the stock market. We’re officially in bear market territory and it happened very quickly.  As the unfolding human and financial damage from COVID-19 hits the population and market participants, memories of the 2008 financial crisis and the immediate aftermath of the 9/11 […]

  • STIMULUS (HOPEFULLY) TO THE RESCUE

    STIMULUS (HOPEFULLY) TO THE RESCUE Congress Passes the Coronavirus Aid, Relief and Economic Security Act (“CARES Act”) March 2020 In response to the growing coronavirus pandemic and its resulting impact on the U.S. economy, Congress passed the Coronavirus Aid, Relief and Economic Security Act (“CARES Act”) on Friday, March 27. This phase three stimulus package, […]

  • How Markets Behaved in Past Significant Virus Outbreaks

    Learning from how past viruses impacted investing is critical to figuring out how to respond to this situation.  Bottom line, market sell offs were short term and followed by a stock market recovery.  Maintaining discipline over years and not months will allow your strategies to work and get through this current market sell off.   […]

  • Fed Goes to Zero, Reboots Quantitative Easing

    In what shaped up to be a busy and sobering weekend for investors and concerned citizens alike, the Federal Reserve (The Fed) released a statement 3:00 p.m. (CDT) Sunday outlining three critical steps the Fed will take to support global financial conditions. Effective March 16: The Fed will lower its target rate range from 1.00–1.25 […]

  • Speculation or Panic is Not a Strategy

    We wanted to reach out to you due to the recent market sell-off.  After a very strong 2019 the stock markets were due for a pull back.  The question is what would be the catalyst for this sell-off?  It has come in the form of a virus (COVID-19) and most recently an oil war between […]

  • Coronavirus Fears Drive Markets Lower

    Assessing the Recent Market Selloff February 2020 On Monday, February 24, global equity markets sank more than three percent on renewed coronavirus (COVID-19) fears, following reports of a surge in cases in Italy, South Korea and Iran. The S&P 500 Index, which had hit a record high the week before, slumped 3.4 percent, marking its […]

  • January 2020 Market Commentary
  • VIDEO: Q4, 2019 Quarterly Update
  • 4th Quarter 2019 Knowledge College – 2020 Outlook

    Key Observations Heading into 2020, several asset classes hit new all-time highs with valuations approaching similarly full levels. Can trade wars, or even war finally derail markets moving higher, will a contentious election prove impactful in the U.S.? Does the Fed’s more accommodative reversal in 2019 mean we’re back to the races? In the following […]

  • December 2019 Market Commentary

     

  • Year-End Tax Planning Opportunities – 2019

    Year-End Tax Planning Opportunities December 2019 With year-end quickly approaching, taxpayers still have a few weeks left to plan ahead with strategies that could provide meaningful tax savings. We included several planning opportunities to consider before December 31.  Read more…

  • November 2019 Market Commentary
  • October 2019 Market Commentary
  • VIDEO: Q3, 2019 Quarterly Update
  • How Badly Will a Recession Impact Your Portfolio?

    How Badly Will a Recession Impact Your Portfolio? We imagine you’re a bit curious about how the next recession will affect your investments. Global growth has waned for some time and now many U.S. economic metrics are decelerating. Kick in a trend toward negative interest rates along with widespread geopolitical uncertainty and it becomes perfectly […]

  • September 2019 Market Commentary
  • August 2019 Market Commentary
  • July 2019 Market Commentary
  • VIDEO: Q2, 2019 Quarterly Update
  • 2019 Mid-Year Update

    Global growth slowed over the last six months. In April, the International Monetary Fund (IMF) forecast for world Real Gross Domestic Product (GDP) growth in 2019 of 3.3 percent was down 0.3 percent from 20181. Some slowdown in the U.S. was expected as benefits of tax-driven fiscal policy diminished; however, slumping exports and lower investment in emerging market […]

  • An Update on the Active vs. Passive Debate
  • Headline Risk – Should Investors Pay Attention?
  • June 2019 Market Commentary
  • May 2019 Market Commentary
  • April 2019 Market Commentary
  • VIDEO: Q1, 2019 QUARTERLY UPDATE
  • March 2019 Market Commentary
  • February 2019 Market Commentary
  • January 2019 Market Commentary
  • Effective Charitable Planning: Donor-Advised Funds vs. Private Foundations

    Charitably inclined individuals have a number of giving strategies and vehicles to choose from to accomplish their philanthropic goals. Traditionally, individuals might have given cash or appreciated securities directly to a charitable organization; in recent years, however, donors have increasingly favored using donor-advised funds (DAFs) and private foundations (or a combination of both) for their charitable giving. […]

  • VIDEO: Q4, 2018 Quarterly Update
  • December 2018 Market Commentary
  • A Dovish Hike

    December 2018 Fed officials raised the federal funds rate 25 basis points at their December meeting to a range of 2.25 – 2.50 percent. Despite recent market volatility and a growing chorus calling for policymakers not to raise rates, market-implied forecasts consistently predicted a 70 percent probability for a rate increase at yesterday’s meeting since September. […]

  • November 2018 Market Commentary
  • ASSESSING RECENT MARKET DECLINES 

    ASSESSING RECENT MARKET DECLINES Key Factors & Historical Context December 2018 On December 4, equity markets fell sharply as investor optimism faded over the recently struck 90-day tariff truce between the U.S. and China. The S&P 500 Index and Russell 2000 Index slumped -3.2 percent and -4.4 percent for the day, respectively. Tuesday’s activity marked […]

  • The longer you invest, the lower the risk of losing money
  • October 2018 Market Commentary
  • The U.S. Equity Freight Train, Can Anything Derail it?

    As of the close of the third quarter 2018, the S&P 500 index (U.S. Large Cap equities) has outperformed the MSCI ACWI ex USA index (international equities) in 70% of the past 10 calendar years and by 6.2% on a ten year annualized basis, the widest margin in the last 20 years.1 So the question […]

  • October 2018 Market Pullback

    Over the course of Wednesday, October 10th and Thursday, October 11th, the Dow Jones Industrial Average and S&P 500 Index dropped more than 5%, marking the largest decline for U.S.  equities since this past February. U.S. equity markets have now dropped for six straight trading sessions – the longest such stretch since November 2016. While […]

  • September 2018 Market Commentary
  • August 2018 Market Commentary
  • CEFEX Certification

    MPS LORIA  has earned the prestigious Centre for Fiduciary Excellence (CEFEX) certification as an Investment Advisory firm.  This certification has only been earned by a very small percent of advisory firms in the entire state of Illinois which further sets MPS LORIA apart from most advisory firms.  The CEFEX certification ensures that we have prudent […]

  • MPS LORIA Millennial Program

    Have you heard about the MPS LORIA Millennial Program? Many schools fall short when it comes to educating individuals about financial matters.  Educating the next generation to manage their finances is critical to their success in life.       The focus of this program is to benefit family members of our clients on items such […]

  • July 2018 Market Commentary
  • VIDEO: Q2, 2018 Quarterly Update
  • June 2018 Market Commentary
  • Can All This Volatility Actually Help Your Portfolio?

    While last year was near perfect for the markets -the S&P 500 not only gained over 21%, it also was the first year in history that the index didn’t experience a single down month – this year is noticeably different. A rocky beginning may have you wondering if the long-running stock rally is over, though […]

  • May 2018 Market Commentary
  • April 2018 Market Commentary
  • VIDEO: Q1, 2018 Quarterly Update
  • Tariffs, Trade Wars & Market Volatility

    Tariffs, Trade Wars & Market Volatility April 2018 Whereas markets produced strong and steady returns throughout 2017, market returns have been far more mixed and volatile in 2018. A variety of factors contributed to this year’s volatility, the most recent culprit being rising tensions over trade between the U.S. and China. A series of recently […]

  • March 2018 Market Commentary

     

  • February 2018 Market Commentary
  • Global Considerations 2018

    Given elevated valuations in the U.S., international markets appear to be relatively attractive, with higher dividend yields and earnings growth potential when compared to domestic markets. Rightsizing allocations is important as risks remain with upcoming negotiations to trade agreements and fluid geopolitical events (e.g. Venezuela, Catalonian Elections, Iran unrest, North Korea, etc.) may dampen those […]

  • MLP Recap

    As part of our standard asset class review we recently took a deep dive into MLPs. Given recent performance and the seemingly high frequency of questions we have provided a brief summary below and our expanded outlook for the asset class.  Summary 1. Tax reform did not significantly change the attractiveness of these assets or […]

  • January 2018 Market Commentary
  • EQUITY MARKETS PULL BACK

    What Happened? On Monday, February 5th, the S&P 500 Index and Dow Jones Industrial Average (DJIA) both fell more than 4%, marking the worst one-day percentage decline since August 2011. When combined with declines from last Friday, the last two trading sessions resulted in these indices falling more than 6%, bringing the indices back to […]

  • VIDEO: Q4, 2017 Quarterly Update
  • Cryptomania – Fad or the Future?

    Cryptocurrencies are a digital currency used to transact and store value. They utilize encryption techniques and only exist digitally rather than traditional currency being established and  regulated by a government and manifested in physical form. Bitcoin, the most popular cryptocurrency, was originally created with the intent to lower transaction costs by eliminating intermediaries such as […]

  • December 2017 Market Commentary
  • Tax Reform Arrives

    On Tuesday, December 19th, the House passed the tax reform bill with a vote of 227-203. The tax bill hit a late snag on Tuesday afternoon, as the Senate parliamentarian noted that the House-passed bill contained three minor provisions that violated Senate rules, thus requiring slight modifications. After further deliberations, the Senate passed the bill […]

  • VIDEO: Your Greatest Assets
  • November 2017 Market Commentary
  • Video: Not Your Father’s Retirement
  • October 2017 Market Commentary
  • The $4.5 Trillion Elephant in the Room

    The financial crisis of 2008/09 in many ways was an atypical recession. As a result, the response to arrest the falling economy by the Federal Open Markets Committee (FOMC) was anything but typical and turned out to be truly unprecedented. After cutting the short-term Federal Funds rate to nearly zero, the FOMC embarked on additional […]

  • Put Protection: Worth Your Left Arm?

    You may hear people wonder if due to the market reaching all-time highs should they be incorporating some type of protection strategy into their portfolio.  MPS LORIA utilizes a formal and disciplined investment process which includes continuous evaluation of managers and strategies.  For many, downside protection means using a put strategy.  The following article offers […]

  • VIDEO: Q3, 2017 QUARTERLY UPDATE
  • September 2017 Market Commentary
  • Cryptocurrency Q&A

    With cryptocurrencies’ meteoric rise, most notably bitcoin since late 2013, many investors have questioned whether cryptocurrencies should be considered a distinct and prudent asset class. Today the non-physical and encrypted online currency is categorized as both a unit of exchange and as a store of value. However, despite its shared characteristics with other common asset […]

  • The Equifax Data Breach: What Happened & What You Can Do Now

    The Equifax Data Breach: What Happened & What You Can Do Now By Nicholas Breit, CFA, CFP®, Senior Consultant & Financial Planning Practice Leader September 18, 2017   What Happened On September 7th, Equifax shocked millions with its acknowledgment that a data breach at the company could potentially affect as many as 143 million U.S. […]

  • Market Performance Amid Geopolitical Crises

    North Korea. Afghanistan. Syria. With geopolitical crises dominating the news-cycle seemingly daily, we reviewed historical data to gain a better understanding of financial market performance during volatile periods in history. We link these historical observations to our portfolio construction process and discuss key implications. Key Points: Market performance in times of conflict:  History provides relevant […]

  • August 2017 Market Commentary
  • July 2017 Market Commentary
  • Market at New High! Should I Care?

    As equity markets continue to climb, investment news outlets are seemingly awash with headlines of markets reaching new highs. Whether implicit or explicit in the article, these headlines are serving as warning signals to investors. Like throwing a ball into the air, when it hits its “all-time high” it is bound to come down, right? We’re […]

  • VIDEO: Q2, 2017 Quarterly Update
  • June 2017 Market Commentary
  • VIDEO: Goal Planning
  • BABY NEWS!

    We are pleased to announce the arrival of  Hayden Reese Bollweg!  John Bollweg & his wife welcomed their second child into the world on 06/23/2017.  Mom, Dad & Baby are all doing great! 

  • May 2017 Market Commentary
  • VIDEO: GRADUATING INTO FINANCIAL FREEDOM
  • April 2017 Market Commentary
  • Feed My Starving Children Event 05/1/2017

    On Monday, May 1st, the entire MPS LORIA team participated in a packing event for Feed My Starving Children(FMSC), a non-profit organization that provides nutritionally complete meals for malnourished children in the most severe circumstances around the world.  Our group along with other volunteers packed 17,280 meals, which is enough to feed 47 children for […]

  • VIDEO: Q1, 2017 Quarterly Update
  • Passive Investing is Not a Passive Exercise

    Passive Investing is Not a Passive Exercise

  • VIDEO: Estate Planning 201
  • March 2017 Market Commentary
  • What It Means to be a Fiduciary
  • Ready…Set…Hike
  • February 2017 Market Commentary
  • January 2017 Market Commentary

     

  • VIDEO: Quarterly Review – 12/31/2016
  • 4th Quarter Market Commentary

    Domestic equity indices finished higher for the quarter while international developed and emerging markets both declined. Fixed income indices ended the quarter mostly lower during the three months with the exception of U.S. high yield. Returns for the final quarter of the year were largely driven in some form or fashion by the results of […]

  • No Surprise: The Fed Raises Rates
  • November 2016 Market Commentary

    Domestic equity indices finished sharply higher for the month while international  developed and emerging markets declined. Both global and domestic fixed income indices experienced negative returns. Returns across asset classes were largely linked in some form or fashion to the surprise victory by Donald Trump in the U.S. Presidential election. For the month, the S&P 500 […]

  • October 2016 Market Commentary

    Domestic and international equity indices finished lower for the month with the exception of emerging markets, which was fairly flat. Most global fixed income indices experienced negative returns. With the Fed remaining on the sidelines until after the election, markets have become increasingly volatile as uncertainty reigns. For the month, the S&P 500 Index fell 1.8%, while […]

  • VIDEO: Quarterly Review – 09/30/2016
  • 3rd QUARTER 2016 MARKET COMMENTARY

    Domestic and international equity indices finished the quarter higher. Global fixed income indices experienced gains as well, adding to what has already been strong year-to-date performance. Commodity and real estate sectors, which have also performed well year-to-date, saw a mixed quarter as focus continued to be centered on global central bank policy along with the upcoming […]

  • August 2016 Market Commentary

    Domestic and international equity indices generally finished the month higher. Global fixed income indices experienced mixed returns as markets were range bound throughout the month. Central banks remained in focus as leaders from around the globe met in Jackson Hole, WY to discuss economic and monetary policy in what has become a widely followed event. For […]

  • July 2016 Market Commentary

    Domestic and international equity indices posted strong returns notwithstanding heightened volatility. Global fixed income indices also experienced broad gains as markets rallied throughout the month. Central banks continued to be accommodative as geopolitical events throughout the world increased uncertainty for investors. However, strong demand for financial instruments led indices higher as the S&P 500 surpassed its previous […]

  • VIDEO: Quarterly Review – 06/30/2016
  • SECOND QUARTER MARKET COMMENTARY

    Domestic equity indices finished the quarter higher, while international markets ended mixed. The UK’s exit from the European Union dominated headlines throughout the last part of the quarter. Strong equity markets leading into the vote suggested the ‘remain’ faction would prevail, however, once votes were tallied, investors fled to safe haven assets, subsequently pushing fixed income yields […]

  • VIDEO: Saving for the Next Generation: UTMA VS. 529 Plans
  • VIDEO: Brexit Update
  • VIDEO: Interesting Times for Fixed Income
  • VIDEO: Estate Planning 101
  • VIDEO – 1st Quarter 2016 Review

    Click here to watch.

  • May 2016 Market Commentary

    Domestic equity indices finished the month higher, while international markets posted lower returns. Heightened volatility in currency markets was a headwind to performance for dollar sensitive asset classes including commodities, unhedged foreign bonds and local currency denominated emerging markets debt. Domestic fixed income indices were muted due to conflicting readings from economic indicators, ongoing concerns surrounding global growth […]

  • April 2016 Market Commentary

    Domestic equity indices finished the month mixed, while international developed markets ended higher. The falling U.S. dollar continued to reverberate across markets, especially unhedged developed fixed income and local currency denominated emerging markets debt, both of which are negatively correlated to the U.S. dollar. Commodities and MLPs experienced strong gains throughout the month on continued strength in […]

  • 1st Quarter 2016 Market Commentary

    Domestic equity indices finished the quarter mixed following a period of heightened volatility to start the year. International markets also faced dispersion as developed nations struggled with higher debt burdens and lower growth. Emerging markets benefited from a lower U.S. dollar and dovish stance by the Federal Reserve. All fixed income sectors ended in positive territory during […]

  • February 2016 Market Commentary

    Domestic equity indices stabilized throughout February providing investors a brief reprieve from the heightened volatility to start 2016.  International markets proved less resilient, experiencing losses due to ongoing concerns surrounding global growth. Fixed income indices continued their rally as investors engaged in risk-off trading. The Organization for Economic Cooperation and Development lowered its global growth forecast […]

  • January 2016 Market Commentary

    Global equity indices fell precipitously to start 2016 as investors, hit by renewed fears of slowing global growth, engaged in risk-off trading activity by shifting capital to safe haven securities and currencies. Weak economic data and heightened geopolitical fears caused domestic indices to enter correction territory, a slide of 10% or more, while oil plummeted to its […]

  • 4th Quarter Market Commentary

    Global equity indices advanced during the fourth quarter, gaining back much of the ground that was lost throughout the third quarter. Fixed income indices experienced little volatility despite the Fed’s decision to raise rates for the first time since June 2006. Commodities and MLPs continued to experience strong headwinds as energy prices fell precipitously due […]

  • November Market Commentary

    U.S. equity markets were muted throughout November as investors remained wary of risk assets. Conversely, overseas markets experienced headwinds as mixed economic data, coupled with heightened geopolitical risk, weighed heavily on investor risk appetite for international securities. U.S. investment-grade fixed income markets experienced minimal losses, but speculative fixed income securities had a modest decline. For the month, the […]

  • October Market Commentary

    Global equity markets rallied throughout October as the Federal Reserve maintained its dovish stance towards interest rates. Additionally, concerns surrounding a “hard landing” in China subsided causing international and emerging markets indices to regain a portion of their previous losses. Heightened risk appetite translated into increased demand for risk assets and higher yielding securities. For the month, […]

  • 3rd Quarter Market Commentary

    Global equity indices experienced broad declines throughout the third quarter as heightened concerns surrounding global growth and strong geopolitical headwinds weighed heavily on returns. Risk-off trading heightened demand for safe haven assets, sending the U.S. dollar, Treasuries and dollar denominated foreign debt higher. For the quarter, the S&P 500 Index declined 6.4% while the Russell 2000 Index […]

  • August 2015 Market Commentary

    Global indices fell throughout August as concerns surrounding growth in China, the world’s second largest economy, rippled across capital markets causing many investors to shed risk assets amid heightened volatility. Wary of a slowdown in global growth, Central bankers largely shifted focus to managing the significant decline in the Chinese financial markets. For the month, […]

  • July 2015 Market Commentary

    U.S. and overseas equity markets were mixed throughout the month as global macro headlines continued to be front of mind for investors.  Events throughout the developing world and commodity markets were strong headwinds to risk assets causing heightened demand for safe haven securities. For the month, the S&P 500 Index gained 2.1%, while the Russell 2000 […]

  • June 2015 Market Commentary

    Global equity indices experienced gains throughout the second quarter despite mixed readings from various economic indicators. Fixed income and alternative asset classes faced strong headwinds due to heightened risk as geopolitical and macroeconomic headlines were front of mind for most investors. For the quarter, the S&P 500 Index advanced 0.3% while the Russell 2000 Index of smaller […]

  • May 2015 Market Commentary

    U.S. equity markets posted broad gains throughout May while overseas indices were mostly negative. Macroeconomic events continued to dominate headlines as a stronger U.S. dollar had broad implications for various asset classes. For the month, the S&P 500 Index gained 1.3%, while the Russell 2000 Index of smaller companies finished 2.3% higher. Healthcare, information technology, and financials […]

  • April 2015 Market Commentary

    U.S. and overseas markets were mixed throughout April as competing economic data throughout the world’s developed economies gave many investors pause. Global macro headlines continued to dominate the investment landscape causing an increase in volatility. For the month, the S&P 500 Index gained 1.0%, while the Russell 2000 Index of smaller companies finished 2.6% lower. Materials, energy, […]

  • 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 […]

  • February 2015 Market Commentary

    U.S. and overseas equity markets advanced during February as lower energy prices continued to benefit the bottom lines of many companies. Additionally, several central banks increased economic stimulus programs to spur economic growth. For the month, the S&P 500 Index gained 5.7%, while the Russell 2000 Index of smaller companies finished 5.9% higher. Materials, industrials, […]

  • Baby News

    We are pleased to announce the arrival of Abigail (Abby) Virginia Allison!  Colleen Allison & her husband welcomed their second child into the world on 02/27/2015.  Mom, Dad & Baby are all doing great! 

  • Baby News

    John Bollweg and his wife welcomed their first child into the world on 02/17/2015.  We are pleased to announce the arrival of Mackenzie Jean!  Dad, Mom & Baby are all doing wonderful.

  • January 2015 Market Commentary

    U.S. stock indices declined throughout January while overseas performance was mixed. Volatility returned to markets as energy prices continued to fall while select nations continued to grapple with elevated debt levels and mixed economic readings. For the month, the S&P 500 Index lost 3.0%, while the Russell 2000 Index of smaller companies finished 3.2% lower. Healthcare […]

  • 4th Quarter Market Commentary

    U.S. equity indices reached new all-time highs throughout the fourth quarter while overseas markets continued to disappoint. The U.S. economic expansion gained momentum while other nations continued to grapple with below average growth rates, suggesting a further decoupling of the world’s economies. For the quarter, the S&P 500 Index advanced 4.9% while the Russell 2000 Index of […]

  • November 2014 Market Commentary

    U.S. stock indices reached new all-time highs in November while overseas returns were mostly positive. The U.S. economy continued to show signs of increased strength, while central banks around the world reiterated their commitment to ongoing economic stimulus. For the month, the S&P 500 Index gained 2.7%, while the Russell 2000 Index of smaller companies was […]

  • October 2014 Market Commentary

    U.S. stock indices reached new all-time highs in October while overseas returns disappointed. The U.S. continued on the path of recovery while other nations experienced significant headwinds, suggesting a decoupling of the world’s economies. For the month, the S&P 500 Index gained 2.4%, while the Russell 2000 Index of smaller companies rose 6.6%. Financials, healthcare, and utilities […]

  • 3rd Quarter Market Commentary

    U.S. and overseas equity markets experienced increased volatility throughout the third quarter as mixed economic reports heightened investor concerns over a global growth slowdown. For the quarter, the S&P 500 Index advanced 1.1% while the Russell 2000 index of smaller companies slid 7.4%. Information technology, health care, and telecommunications were among the top performing sectors, while energy, […]

  • August 2014 Market Commentary

    U.S. stock indices reached new highs during August while international market returns were more mixed. Heightened geopolitical tensions and varied readings from economic indicators increased volatility globally. For the month, the S&P 500 Index gained 4%, while the Russell 2000 Index of smaller companies rose 5%. Consumer staples, healthcare, and utilities were among the top performing sectors, […]

  • July 2014 Market Commentary

    U.S. and international stocks were mixed as volatility remained heightened amid worsening geopolitical tensions throughout the world and worries about rising interest rates. For the month, the S&P 500 Index fell 1.4%, while the Russell 2000 Index of smaller companies ended down 6.1%. Information technology and telecommunications were among the top performing sectors, while utilities, industrials, and […]

  • 2nd Quarter 2014 Market Commentary

    U.S. and overseas equity markets posted gains during the second quarter despite headwinds from mixed economic data and heightened geopolitical tensions throughout the world. For the quarter, the S&P 500 Index and the Russell 2000 Index of smaller companies advanced 5% and 2%, respectively. Energy, utilities, and information technology were among the top performing sectors, while financials, […]

  • May 2014 Market Commentary

    U.S. and international stocks advanced during May and volatility remained heightened amid escalating geopolitical tensions throughout the world. For the month, the S&P 500 Index rose 2.4%, while the Russell 2000 Index of smaller companies ended up 0.8%. Information technology and telecommunications were among the top performing sectors, while utilities lagged. Across market capitalizations, large- and mid-cap companies […]

  • April 2014 Market Commentary

    U.S. and overseas stocks posted mixed results during April. Meanwhile, volatility remained heightened as tensions between Russia and Ukraine escalated. For the month, the S&P 500 Index rose 1%, while the Russell 2000 Index of smaller companies ended down nearly 4%. Energy and utilities were among the top performing sectors, while consumer discretionary, information technology and financials […]

  • TD Ameritrade Client Web Access

    TD Ameritrade recently sent us an update on login and security enhancements that will be added to Advisorclient.com in early June.  Click here to read the details.  If you are currently using Advisorclient.com to access your TD Ameritrade accounts, it is important to login after the update and establish your security questions.  If you do not currently have access […]

  • 1st Quarter 2014 Market Commentary

    U.S. and overseas equity markets generally posted gains during the first quarter as major central banks around the world remained committed to accommodative monetary policy. For the quarter, the S&P 500 Index and the Russell 2000 Index of smaller companies advanced 2% and 1%, respectively. Healthcare, utilities and information technology were among the top performing […]

  • February 2014 Market Commentary

    U.S. and overseas stock markets moved higher during February as the major central banks around the world remained committed to accommodative monetary policy. For the month, the S&P 500 Index and the Russell 2000 Index of smaller companies each advanced 5%. Healthcare, materials, information technology and consumer discretionary were among the top performing sectors, while […]

  • January 2014 Market Commentary

    U.S. and overseas stock markets moved lower as volatility spiked, particularly in the emerging markets, as the Fed further pared back its bond buying program by an additional $10 billion to $65 billion – $30 billion of agency MBS and $35 billion of U.S. Treasuries. For the month, the S&P 500 Index and the Russell […]

  • 4th Quarter 2013 Market Commentary

    U.S. and overseas equity markets generally posted gains during the fourth quarter as the Federal Reserve announced a reduction in its asset purchase program. Investors appeared to interpret the move as a sign the U.S. economy was strengthening. For the quarter, the S&P 500 Index and the Russell 2000 Index of smaller companies advanced 10% […]

  • 3rd Quarter 2013 Market Commentary

    U.S. and overseas markets posted gains during the third quarter amid a surprise move by the Federal Reserve to leave its asset purchase program unchanged. However, looming budget and debt ceiling debates continued to weigh on investor sentiment. For the quarter, the S&P 500 Index and the Russell 2000 Index of smaller companies advanced 5% […]

  • Welcome to the MPS Loria Family

    Colleen Allison had a baby girl. Mom & Dad welcomed Mary Jane Allison into the world on 8/14/2013. Both mom & baby are doing wonderful. Colleen has returned to work & we are thrilled to have her back.

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