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Insights

Category: Market Commentary

January 19, 2021

Market Commentary: A Year Like No Other

January 19, 2021 First, and most importantly, we hope you are safe and doing well, and we look forward to being able to see many of you in person in 2021. Since March, financial markets and the global economy have been dominated by the spread of COVID-19, the curtailment of economic activity, and the massive [...]

Contributions from: Howard Coleman, JD

October 19, 2020

3Q 2020 Market Commentary

October 19, 2020 If, on December 31, 2019, we were told that the total return on the S&P 500 for the first three quarters of 2020 would be 5.57% (which is what it was), many would have concluded that 2020 would be a relatively normal/uneventful year in the equity markets with the slow but steady [...]

Contributions from: Howard Coleman, JD

July 29, 2020

A Stalling Recovery?

July 28, 2020 After the S&P 500’s downturn, culminating on March 23rd, it rallied 43.36% reaching its post-COVID high on June 5th. Since that time, the index has been essentially flat. [...]

Contributions from: Howard Coleman, JD

June 11, 2020

The Stock Market and the Economic Recovery

June 08, 2020 Ending on June 3rd, the S&P 500 had the biggest 50-day rally in its history, gaining 37.7% over that period, and the NASDAQ Composite Index set a new all-time high on June 7th. As of the date of this letter, every stock in the S&P 500 is up over the last 10 [...]

Contributions from: Howard Coleman, JD

March 16, 2020

The End of the Bull Market

March 13, 2020 First, and most importantly, we hope you are doing well and staying safe. The longest bull market in the history of US equities came to an end this week as the S&P 500 fell more than 20% from its peak in breathtaking speed. As of yesterday’s market close, the S&P 500 is down [...]

Contributions from: Howard Coleman, JD

February 25, 2020

The Coronavirus and Markets

February 25, 2020 In the last several days, fears about the Coronavirus spreading have resulted in a “risk off” environment in financial markets: equity markets globally have lost value and US Treasury prices have risen. As of the time of this letter, on February 25th, the S&P 500 is down 7.2% from its peak, the [...]

Contributions from: Howard Coleman, JD

February 24, 2020

Expanding the Accredited Investors Pool

Will the definition of what it means to be an accredited investor change in the near future?   In December of 2019, the SEC voted to propose an amendment that would allow a greater number of individuals and institutions to qualify as accredited investors—increasing the eligible participation within private markets.   Financial Advisors IQ reached out to [...]

Kevis Fitzwilson
Contributions from: Kevin Fitzwilson

January 16, 2020

Market Update: 2019 Recap and 2020 Outlook

Best wishes for a happy, healthy, and prosperous New Year.  As 2020 begins, we wanted to provide you with: (1) a 2019 financial market review, (2) a snapshot of where we are currently, and (3) some thoughts going forward.  [...]

Contributions from: Howard Coleman, JD
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September 18, 2019

Investing in a Time of Tweets and Tariffs…

Investing in a Time of Tweets and Tariffs By Howard Coleman, Chief Investment Officer & General Counsel  Coldstream Chief Investment Officer & General Counsel, Howard Coleman, wrote an article for One Accord on market volatility between August and early September. He provides important information on how investors should respond to volatility caused by tweets and [...]

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