Entries by Vertex Capital Advisors

Market Review March 2015 – The Value of a Dollar

The Value of a Dollar At the beginning of March, the S&P 500 hit another all-time high, but it promptly retreated from that high. Despite another upswing later in the month, it finished the month with a small loss. With the beginning of foreign stimulus programs, rumors of interest rate changes, and lukewarm economic news, […]

Market Review January 2015 – A Rough Start

A Rough Start The new year got off to a rough start. US economic growth slowed and employment data disappointed, prices fell in the Eurozone again and there are concerns that it may start to lose members, and several large emerging markets are struggling. In 2014, the growth of the US economy helped to drive global growth, […]

Market Review October 2014 – The End of QE3

The End of QE3 By mid-month, the US stock market was in the midst of a slide, and many international markets were in similar trouble. Financial reporters were speculating that this was the beginning of the “overdue market correction” that some people have been predicting since last year. The consensus was that the Eurozone was on the verge […]

Market Review September 2014 – Reducing Risk in a Month of Uncertainty

September was a rough month for investors. After stocks pushed to new highs in the early days of the month, disappointing economic numbers, mixed signals from central banks, and political uncertainties gave investors several excuses to reduce the risk in their portfolios or increase their cash positions. As we enter the fourth quarter, many investors are reevaluating their […]

Market Review July 2014 – Risk Adjustment

July started on a strong note. The US stock market pushed to new highs in the early days of the month, and then pulled back slightly as world events weighed on investors’ minds in the following weeks. US markets saw a nice recovery coming into the final week of the month, but renewed tensions with Russia squelched […]