December 2018: Market Commentary

December 21, 2018

A common theme in our commentaries over the last several months was our position that clients should expect more volatility in the global markets, especially post-mid-term elections.  There are several contributors to the most recent bout of volatility not least of which is the fact that “we were due” for […]

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September 2018: A Decade On

September 14, 2018

September marks the ten-year anniversary of what is now commonly referred to as the “Great Recession.” It is truly hard to believe ten years has passed since the failure of Lehman Brothers and the onset of fall in the financial markets that saw the Dow Jones reach 6,547 – a […]

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February 2018: Market Update

February 7, 2018

After experiencing one of the longest periods on record of sustained gains without a pullback, the stock market is (finally) taking a pause. While short-term volatility can cause stress for long-term investors, we believe periods such as these are healthy in the context of a longer bull market. Interestingly, this […]

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May 2017: Slow and Steady Wins the Race

May 19, 2017

The post-election rally in the equity markets and subsequent market highs has prompted some clients to ask us, “Why not sell now at the market high, and buy-back after the drop”. The question makes sense after all; as a logical person knows: what goes up, must come down. But this […]

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February 2017: Acting In Your Best Interest

February 13, 2017

In the first few weeks of the new administration there has been much discussion around financial de-regulation and a return to the principles of Reagan-era unrestricted free-market policy or “Reaganomics”. Of particular focus is repealing or easing many of the laws enacted after the 2008 financial crisis, laws intended to […]

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November 2016: Post-Election Special Commentary

November 13, 2016

Last evening our nation cast their votes to elect the 45th President of the United States. We can all now breathe a sigh of relief that this long election cycle is behind us. In our October 5th commentary titled “The Election”, we touched on the initial knee-jerk reaction that often […]

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October 2016: The Election.

October 6, 2016

With just over one month to go until the presidential election, the political rhetoric continues to provide a dramatic backdrop to the investing and economic environment. At Greenwood Gearhart, we have received calls from clients and friends of all political persuasions asking: “What in the world are we going to […]

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June 2016: Investment, Risk, and the Myths of Asset Allocation.

June 1, 2016

INVESTMENT, RISK, AND MYTHS OF ASSET ALLOCATION. One of the most thought-provoking topics we discuss with clients is that of asset allocation. These discussions are prompted as much by our views on the topic (which contrast with conventional wisdom) as they are by the challenges of the current investment environment. […]

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January 2016: What’s going on?

January 5, 2016

The record poor performance of the first two weeks of 2016 has prompted many clients to ask “what’s going on?” Concerns about China, oil, geopolitical tensions, the Fed, and corporate earnings have prompted the latest round of angst and fear amongst some market participants. It’s understandable; after all, it has […]

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July 2015: Monetary Policy, the Economy, and Investment Opportunities

July 1, 2015

In our previous commentary we assessed the 2015 economy in the context of both long-term positive underpinnings and short-term challenges. Since then, we have traveled to Florida, Washington, London, Paris, and Munich attending conferences focusing on monetary policy and the consumer industry. Attending these conferences, we believe, provides our firm […]

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Important Disclosures

Market commentary is intended for convenience, educational, and informational purposes only. Nothing herein should be construed as individualized advice or recommendations, and the discussions contained are not a substitute for investment advice from a professional adviser. Readers should not use this content as the sole basis for any investment, financial planning, tax, legal or other decisions. Rather, a professional adviser should be consulted, and independent due diligence should be conducted before implementing any of the options referenced herein.

Due to various factors, including but not limited to changing market conditions, this market commentary may no longer be reflective of current opinions or recommendations.  This market commentary should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

Third party rankings and recognition should not be construed as a guarantee of a particular outcome nor form the sole basis for the selection of an adviser.  Unless otherwise specifically indicated, Greenwood Gearhart did not pay a fee for inclusion in the award/ranking.