Investment Commentary

Financial and investment insights from Withum Wealth.

Investment Outlook – First Quarter 2016
Investment Commentary
Investment Outlook – First Quarter 2016
The first quarter of the year was characterized by elevated volatility, concerns about China, and global recession fears...
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Investment Outlook – Fourth Quarter 2015
Investment Commentary
Investment Outlook – Fourth Quarter 2015
It’s been an eventful year for markets and countries around the world. The S&P 500’s small 0.73% loss is its worst performance since the flat return of 2011 and the first negative price performance since 2008.
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Investment Outlook – Third Quarter 2015
Investment Commentary
Investment Outlook – Third Quarter 2015
PWM presents the Fall 2015 Market Flashback. In this video, we will discuss: Concerns about global growth and the possibility of a hard landing in China continue to weigh on investors. Volatility levels have spiked creating opportunities for long term investors.
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Investment Outlook – Second Quarter (Summer 2015)
Investment Commentary
Investment Outlook – Second Quarter (Summer 2015)
Markets and the global economy are not too far from the trajectory they were on at the beginning of the year, despite all the international drama.
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Investment Outlook – First Quarter in Review (Spring 2015)
Investment Commentary
Investment Outlook – First Quarter in Review (Spring 2015)
Year to date, the US dollar has risen about 11.6% vs. the Euro. As mentioned previously, this is due to a divergence in monetary policies.
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Investment Outlook – Third Quarter in Review (Fall 2014)
Investment Commentary
Investment Outlook – Third Quarter in Review (Fall 2014)
U.S. Economic data released at the end of the quarter was mostly positive. The final revision for second quarter Gross Domestic Product (GDP) showed a healthy 4.6% annual rate of growth, revised upwards from a previous read of 4.2%.
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Investment Outlook: First Quarter in Review (Spring 2014)
Investment Commentary
Investment Outlook: First Quarter in Review (Spring 2014)
In general, with the exception of momentary concerns, investors chose not to be troubled by geopolitical issues and mixed economic reports.
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Investment Outlook – Fourth Quarter in Review (Winter 2013)
Investment Commentary
Investment Outlook – Fourth Quarter in Review (Winter 2013)
Global equity markets ended the quarter, and the year, on a high note.
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Investment Outlook – Third Quarter in Review (Fall 2013)
Investment Commentary
Investment Outlook – Third Quarter in Review (Fall 2013)
Equities powered through several headwinds this quarter providing an important lesson on the benefits of maintaining a disciplined investment approach...
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