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SECURE Act 2019 – What you want to know and consider

On December 20th, President Trump signed into law the SECURE (Setting Every Community for Retirement Enhancement) Act as part of a spending bill. The SECURE Act was the result of a bipartisan effort to address the dismal state of American retirement savings and the fact that we are living and working longer.

While a major […]

Q3 2019 Quarterly Commentary – October 10, 2019 Rate Risk

Q3 2019 Quarterly Commentary – October 10, 2019
U.S. equity and fixed-income markets advanced in the third quarter of 2019 in reaction to declining interest rates and mostly resilient economic data. Including dividends, the Dow Jones Industrial Index rose by +1.8%, the Standard & Poor’s 500 Index increased by +1.7% and the NASDAQ Composite Index […]

Q2 2019 Quarterly Commentary – July 1, 2019 Economic Cycles and Market Signals

Quarterly Commentary – July 1, 2019
The U.S. stock market, as measured by the S&P 500, finished the second quarter of 2019 at near-record levels. The S&P 500 rose by 4.3% in the quarter and by 18.5% for the year to date through June 30th, including dividends. On the same basis, the Dow Jones Industrials […]

Q1 2019 Quarterly Commentary – April 1, 2019 A “V-Shaped” Recovery Demonstrates the Value of Investor Discipline

Quarterly Commentary – April 1, 2019
Global equity markets performed strongly in the first quarter of 2019, a marked turnaround from the prior quarter. Major factors cited for the recovery included “dovish” pronouncements by Fed Chairman Powell, the reopening of the Federal government following a bitter stalemate, and the lack of any further adverse developments […]

Q4 2018 Quarterly Commentary – January 1, 2019

Quarterly Commentary – January 1, 2019Golub Group celebrated our 15-year anniversary on December 1, 2018! We are grateful to you, our clients, for helping us turn a vision into a reality by offering us your trust. We are grateful to our team, who have seen in Golub Group and our clients something special, worth […]

December 24, 2018 Market Commentary

We know now is a time of year when we all look forward to enjoying quality time with the people we love. It is a time of year we are called on to be joyful, generous and giving. As the year ends with the stock market performing as it has been recently, we understand […]

December 20, 2018 Market Commentary

It’s always a challenge to explain with any great satisfaction what’s going on “right now” in the stock and bond markets, and today is no different.
In a nutshell, the market is reacting to a Federal Reserve decision to raise interest rates yesterday and to continue the process of reducing the Fed’s balance sheet by […]

October 11, 2018 Market Commentary

While the futures markets are currently pointing to a modest rise at the opening tomorrow, stocks have suffered a fairly dramatic two-day selloff. This is always unsettling, of course. Rising markets feel better, but anyone who has been around markets for any length of time knows that corrections are nothing new, and are in […]

Q3 2018 Quarterly Commentary – October 1, 2018 Crosswinds: Corporate Profits and Interest Rates

Q3 2018 Quarterly Commentary – October 1, 2018
Investors in U.S. equities enjoyed a strong quarter, with the S&P 500 returning 7.7%, including dividends, for the three months ended September 30, 2018. The year-to-date total return for this index reached 10.6%. Technology, discretionary and health care sectors have generally enjoyed strong returns during the current […]

Q2 2018 Quarterly Commentary – July 1, 2018 Tariff Concerns: More Heat Than Light

Q2 2018 Quarterly Commentary – July 1, 2018
The old Wall Street adage, “The market climbs a wall of worry” seems apropos today, as it so often does. In the second quarter of 2018, the market did indeed climb in the face of economic and policy news that was often confusing and at times concerning. […]