In our year end letter, we cautioned that clients should be emotionally prepared for a decline of close to 20%. Due to a risk that was so unexpected that it wasn’t even considered a possibility the market has dropped over 20% for the year....

Most major asset classes generated excellent returns in the fourth quarter. In 2019, the S&P 500 provided one of the largest returns in history. A temporary trade truce with China combined with an accommodative Federal Reserve helped...

The third quarter saw increased volatility with the bond market providing great returns then the stock market. For the first time since 2016, value stocks outperformed growth stocks. In the fourth quarter, we expect increased volatility as...

The S&P 500 index overcame increased Chinese tariffs, threats of Mexican tariffs and a slowing economy to finish the second quarter up 4.6%. For the first half of the year the S&P 500 index returned 19.56%. At Virtue Asset...

The first quarter of 2019 has started out well with the equity markets rebounding from their 2018 loss. For the first quarter the S&P 500 Index returned 13.65%. The strong return was powered by a price to earnings (P/E) multiple...

In 2018, the bull market’s nine-year stretch ended. The S&P 500 Index finished 2018 down 4.38%. The negative return was driven by a 13.52% decrease in the fourth quarter. The final earnings for the S&P 500 for 2018 haven’t been...

A strong economy continues to overshadow trade tariffs and turmoil in Washington. For the United States, Gross Domestic Product (GDP) growth was a very strong 4.2% in the second quarter. However, earnings for the second quarter were lower...