October 2016 Investment Market Update

October was a month of increased market volatility stemming from the run-up to the U.S. election, Russia and OPEC, China and Brexit.   Oil Oil prices saw large swings this month. Earlier in the month the prices spiked when Russia’s president Vladimir Putin proclaimed support… Read more

September 2016 Investment Market Update

After a quiet summer, September saw a spike in market volatility. Oil producers agreed to limit production, market indices reclassified to include REITs, the Federal Reserve held rates steady, and Deutsche Bank was fined $14 billion for its role in the mortgage crisis. Equity and… Read more

Happy New Year!

Happy New Year! No, I have not lost my calendar. September is a time of many ends and new beginnings. The kids are back in school, the weather gets cooler, and Christmas decor pops up in big box stores. It’s also the time of year… Read more

WealthBar's August 2016 Market Update

August 2016 Investment Market Update

For August 2016, the markets took a vacation like everyone else. Although it was an uneventful month for the asset classes that underlie our portfolios, big stories such as the Bank of England cutting interest rates to promote growth, the outcome of U.S. Federal Reserves… Read more

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