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Quarterly Market Review – Third Quarter 2015

October 8, 2015 By Tyler A. Gray, CFP®, CKA®, AIF®

stock charts

The third quarter of 2015 was a tough one as equity markets logged their worst quarter since 2011. On a positive note, global fixed income markets ended the quarter well, so investors who were well-diversified were likely somewhat insulated from the negative impact of poor equity performance. To see how the global capital markets fared… Read More

Filed Under: Investing & Retirement, Wealth Management

“Defining Moments” at SageOak

September 8, 2015 By Tyler A. Gray, CFP®, CKA®, AIF®

defining moments picture

Can you recall some of the “defining moments” of your life? If you’re like most people, these moments include things like graduating from high school or college, starting your first job, getting married, having children, or retiring from a former profession. In the life of a business, there are also defining moments. When I started… Read More

Filed Under: Wealth Management

Is It Time to Get Out of the Stock Market?

August 24, 2015 By Tyler A. Gray, CFP®, CKA®, AIF®

fearful picture

Financial markets around the world spiraled downward last week. As I write this post, the S&P 500 (the 500 largest stocks in the United States, by market capitalization) is approximately 10% lower than the all-time high it reached earlier this year. So, what’s an investor to do? Is it time to get out of stocks… Read More

Filed Under: Investing & Retirement, Wealth Management

Quarterly Market Review – Second Quarter 2015

July 13, 2015 By Tyler A. Gray, CFP®, CKA®, AIF®

stock charts

The second quarter of 2015 was filled with mixed signals from financial markets around the world. In the U.S., jobless claims fell to their lowest level in 15 years, the S&P 500 reached a new high, but we learned the U.S. economy contracted 0.7% in the first quarter. Around the world, China’s economy slowed to… Read More

Filed Under: Investing & Retirement, Wealth Management

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