INVESTMENT MANAGEMENT ARTICLES

May 2018 Investment Commentary: Markets Find Reprieve from First Quarter Losses

By OJM Investment Management Team on May 10, 2018

April provided a reprieve for U.S. stocks after back-to-back monthly losses in February and March. Larger-cap U.S. stocks gained a modest 0.4 percent (Vanguard 500 Index), while smaller-cap U.S. stocks earned 1 percent—tipping them back into the black (up 0.8 percent) year to date (iShares Russell 2000 ETF). There was a fair bit of return

investment team working

Market Correction Tests Investors’ Risk Tolerance

By OJM Investment Management Team on April 12, 2018

Market Recap Volatility returned to the financial markets in the first quarter, for the first time in a while. Global equity investors had a particularly bumpy ride—an experience we’d suggest getting used to for the months and years ahead. Stocks surged out of the gates in January, with larger-cap U.S. stocks up nearly 8 percent

chart showing market volatility

Volatility Index Rises Following February Market Correction

By OJM Investment Management Team on March 12, 2018

After a volatile month of trading, which witnessed the first 10 percent market correction since February 2016, larger-cap U.S. stocks (Vanguard 500 Index) wrapped up February with a 3.7 percent loss, while small caps fell 3.8 percent (iShares Russell 2000 ETF). Despite a sharp bounce from the early February lows, only the technology sector was

portfolio chart

Investment Alternatives to Reduce Portfolio Risk

By Jason M. O'Dell, MS, CWM and Andrew Taylor, CFP® on March 12, 2018

Most investors have concerns about the global economy. We are almost a decade removed from the 2008 financial crisis and have witnessed the S&P 500 index appreciate in excess of 250 percent as of the time of this article. Interest rates remain low by historical standards, and the threat of increasing rates presents the potential

stock graph over city skyline

February Investment Commentary: Volatility Returns After Record-Setting January

By OJM Investment Management Team on February 13, 2018

As we write this, markets are off to a jittery start in February, with the S&P 500 giving back about 3 percent of its stunning January gain. Short-term volatility and market declines come with the territory for equity investors, although it’s easy to see why some may have become complacent given the market’s run to

 

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