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Welcome To Our Blog
We invite you to check in each month and get to know our business and the people that lead Williams, Steinert, Mask.
Marketwatch – November 2019
The Markets: The S&P 500 index closed November positive 3.0% bringing the year-to-date performance to a whopping +25.30%. The Dow gained 3.77% bringing the year-to-date performance to 20.25% and the NASDAQ finished the month 3.88% bringing the year-to-date...
Marketwatch – October 2019
The Markets: The S&P 500 index closed October positive 2.91%. The Dow gained 1.77% and the NASDAQ finished the month 3.88%; according to the Wall Street Journal. The selling during the first few days of October dragged the benchmark back to where it stood 21...
Marketwatch – September 2019
The Markets: The S&P 500 index closed September positive 2.96% bringing it to +19.37% year-to-date. The Dow gained 3.51% bring it’s year-to-date run to +15.90% and the NASDAQ finished the month 2.70% bringing the year-to-date number to +24.19% year-to-date;...
Marketwatch – August 2019
The Markets: The S&P 500 index closed August down (1.97%) bringing it to +15.51% year-to-date. The Dow finished down (2.15%) bring it’s year-to-date run to +11.55% and the NASDAQ finished the month (2.97%) bringing the year-to-date number to +18.70% year-to-date;...
Marketwatch – July 2019
The Markets: The S&P 500 index closed July down (1.22%) bringing it to +18.05% year-to-date. The Dow finished down (1.05%) bring it’s year-to-date run to +14.39% and the NASDAQ finished the month (0.61%) bringing the year-to-date number to +22.31% year-to-date;...
Marketwatch – June 2019
The Markets - The S&P 500 index closed the 2nd quarter up 3.8% for the quarter and up a whopping 17% so far this year. The Dow is now up 14% for the year and the NASDAQ finished the quarter clocking in at +21.94% year-to-date; according to the Wall Street Journal....
Marketwatch – May 2019
The Markets - The S&P 500 index fell 6.6% in May, the Dow -5.67% for the month and the NASDAQ finished the month -7.26% according to the Wall Street Journal. The US Core Bond market gained 2.83% in May, dropping yields a whopping 18% on the 2 year Treasury note as...
Marketwatch – April 2019
The Markets - The S&P 500 index finished April +4.50% the Dow +2.66% for the month and the NASDAQ finished the month +4.74% according to the Wall Street Journal. Following the first quarter which saw one of the strongest market gains in history April was very...
Investment Philosophy
Recently I met with a client who had been investing in the stock market for more than 30 years. We began discussing lessons learned over the years which caused me to reflect on our investment philosophy here at WCM so I thought I would articulate that here. My...
Marketwatch – March 2019
The Markets - The S&P 500 index finished February +3.0 the Dow was +3.7% for the month and the NASDAQ finished the month +3.4% according to the Wall Street Journal. U.S. equities continued their rebound off the December lows through the end of February with the...