Articles

How do markets perform during an election year?

August 18, 2016

By Jonathan Scheid   12-Aug-16 5-Aug-16 Weekly% Change YTD% Change 12 month %Change S&P 500 Index   2,184.05 2,182.87 0.05% 6.85% 4.42% Dow Jones Industrial Average   18,576.47 18,543.53 0.18% 6.61% 6.29% Nasdaq Composite   5,232.89 5,221.12 0.23% 4.50% 3.66% Russell 2000   1,229.82 1,231.30 -0.12% 8.27% 1.41% MSCI EAFE (Intl.)   1,710.73 1,665.32 2.73% […]

 

One Chart to Help Alleviate Recession Concerns

February 17, 2016

The media continues to run stories about the increased likelihood of a U.S., and potentially a global, recession. They point to weakness in the price of oil, the slowing Chinese economy and divergent global monetary policy as sources of concern. And, they claim that they see recessionary concerns in economic data. Frankly, we don’t see […]

 

Markets Correct. Thank Goodness!

August 25, 2015

By Jonathan Scheid   21-Aug-15 14-Aug-15 Weekly% Change YTD% Change 12 month %Change S&P 500 Index   1,970.89 2,091.54 -5.77% -4.27% -0.88% Dow Jones Industrial Average   16,459.75 17,477.40 -5.82% -7.65% -3.18% Nasdaq Composite   4,706.04 5,048.24 -6.78% -0.63% 3.69% Russell 2000   1,156.79 1,212.69 -4.61% -3.98% -0.31% MSCI EAFE (Intl.)   1,756.65 1,840.94 -4.58% […]

 

U.S. and World Economy Stuck in Second Gear

August 5, 2015

By Jonathan Scheid   31-Jul-15 24-Jul-15 Weekly% Change YTD% Change 12 month %Change S&P 500 Index   2,103.84 2,079.65 1.16% 2.18% 9.28% Dow Jones Industrial Average   17,689.86 17,568.53 0.69% -0.75% 7.25% Nasdaq Composite   5,128.28 5,088.63 0.78% 8.28% 17.82% Russell 2000   1,238.68 1,225.99 1.04% 2.82% 11.11% MSCI EAFE (Intl.)   1,879.75 1,861.03 1.01% […]

 

Why (some of) the Big Get Bigger

July 22, 2015

By Jonathan Scheid   17-Jul-15 10-Jul-15 Weekly% Change YTD% Change 12 month %Change S&P 500 Index   2,126.64 2,076.62 2.41% 3.29% 7.50% Dow Jones Industrial Average   18,086.45 17,760.41 1.84% 1.48% 5.77% Nasdaq Composite   5,210.14 4,997.70 4.25% 10.01% 17.55% Russell 2000   1,267.09 1,252.02 1.20% 5.18% 10.03% MSCI EAFE (Intl.)   1,889.53 1,851.95 2.03% […]

 

How U.S. Corporations Are Spending Cash

July 15, 2015

By Jonathan Scheid   10-Jul-15 3-Jul-15 Weekly% Change YTD% Change 12 month %Change S&P 500 Index   2,076.62 2,076.78 -0.01% 0.86% 5.54% Dow Jones Industrial Average   17,760.41 17,730.11 0.17% -0.35% 4.82% Nasdaq Composite   4,997.70 5,009.21 -0.23% 5.52% 13.19% Russell 2000   1,252.02 1,248.26 0.30% 3.93% 7.94% MSCI EAFE (Intl.)   1,851.95 1,848.42 0.19% […]

 

What You Missed Watching Greek Turmoil

July 7, 2015

By Jonathan Scheid   3-Jul-15 26-Jun-15 Weekly% Change YTD% Change 12 month %Change S&P 500 Index   2,076.78 2,101.49 -1.18% 0.87% 4.60% Dow Jones Industrial Average   17,730.11 17,946.68 -1.21% -0.52% 3.88% Nasdaq Composite   5,009.21 5,080.51 -1.40% 5.77% 11.67% Russell 2000   1,248.26 1,279.80 -2.46% 3.62% 3.32% MSCI EAFE (Intl.)   1,848.42 1,898.82 -2.65% […]

 

Who Will Blink First?

June 30, 2015

By Jonathan Scheid   26-Jun-15 19-Jun-15 Weekly% Change YTD% Change 12 month %Change S&P 500 Index   2,101.49 2,109.99 -0.40% 2.07% 7.17% Dow Jones Industrial Average   17,946.68 18,015.95 -0.38% 0.69% 6.50% Nasdaq Composite   5,080.51 5,117.00 -0.71% 7.27% 15.52% Russell 2000   1,279.80 1,284.66 -0.38% 6.23% 7.59% MSCI EAFE (Intl.)   1,898.82 1,882.91 0.84% […]

 

Stephanie Bogan Joins Bellatore Financial’s Board of Directors

June 3, 2015

Bellatore Financial announced that Stephanie Bogan, Founder of Quantuvis Consulting, a Genworth subsidiary company, was recently elected to Bellatore’s Board of Directors. Bogan founded Quantuvis Consulting in 1996, propelling it to be a value creator within the broker/dealer, independent, hybrid and bank and wirehouse models. Quantuvis worked with financial institutions and advisors, advising on branding, […]

 

What GDP & Housing Tell Us about the Economy

June 2, 2015

By Jonathan Scheid   29-May-15 22-May-15 Weekly% Change YTD% Change 12 month %Change S&P 500 Index   2,107.39 2,126.06 -0.88% 2.36% 9.56% Dow Jones Industrial Average   18,010.68 18,232.02 -1.21% 1.05% 7.74% Nasdaq Composite   5,070.03 5,089.36 -0.38% 7.05% 19.50% Russell 2000   1,246.53 1,252.22 -0.45% 3.47% 9.87% MSCI EAFE (Intl.)   1,898.98 1,935.26 -1.87% […]