VQ Perspective

First Quarter 2017 Investment Commentary

The Take-Away The Trump Rally continued its advance in the first three months of the year as broad market indices breeched new record highs in March before giving back some of the profits.  A positive reaction to financial, fiscal and economic activity appears to leave room for more advances later in the year. Review and […]

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Fourth Quarter 2016 Investment Commentary

The Take-Away The combination of volatile financial markets, global turmoil, a presidential election and many other contributing factors made 2016 both exciting and challenging for all of us.  As we look back on 2016, we all remember that the first month saw a 10.5% decline in the S&P 500 and then a rebound that moved […]

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Third Quarter 2016 Market Commentary

Well, it wasn’t a stampede, but the “bulls” did return to the market in the 3rd quarter. To us, the big news event during this last quarter was the Brexit sell-off followed-up by the quick market recovery and then the bullishness that flowed into July as the S&P 500 surged ahead to set multiple record […]

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Second Quarter 2016 Market Commentary

Wow…that is an interesting way to end a quarter. Holy cow! So let’s look in the rearview mirror before discussing the rest of 2016. As I see it, the 1st and 2nd quarter of this year had to deal with a lot of fear mongering, yet our firm and clearly the financial markets were focused […]

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First Quarter 2016 Market Commentary

  Overview for this Quarter: 1st Quarter 2016 As we say farewell to a roller coaster first quarter, we are pleased to report that your portfolio continues to perform in accordance with your stated needs and your money is benefitting from a disciplined goal-based strategy. In this quarter’s commentary, we will discuss recent market performance, […]

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2015 Year End Market Commentary

As we put a close to 2015, it is tempting to extend a sigh of relief and say “good riddance” to a frustrating year for both of us. The roller coaster ride we all experienced in 2015 will not be missed, but it certainly seems it will continue in the early part of 2016. As […]

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Third Quarter 2015 Market Commentary

In the 3rd quarter of 2015, investors’ patience was tested over China’s slumping economy, an uncertain response from the Fed, falling commodity prices, and indifference over an improving domestic economy. As China’s economic picture darkened, the yuan was de-valued in an effort to make a slumping industrial sector more competitive.  This action and other attempts […]

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Second Quarter 2015 Market Commentary

Our Message As we move toward the second half of 2015, we see that the financial markets have performed in-line with our expectations.  While that does not necessarily please us, based on a flat stock market, it is important for our Investment Committee to know our analysis has been for the most part accurate.  In […]

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First Quarter 2015 Market Commentary

Looking Back During the first quarter, despite continued market volatility, the equity markets managed to produce modest returns.  Over the past three months, a strong dollar and improving economics helped International Stocks outpace U.S. markets.  Oil continued its slide and is searching for a support level in the $50-60 range with additional declines possible over […]

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VisionQuest in the News

VisionQuest’s Joe Baker interviewed on ABC News in Charleston

VisionQuest’s Senior Vice-President, Joe Baker, was recently interviewed by ABC News 4 television in Charleston, South Carolina regarding the Dow Jones Industrial Average (DJIA) moving to a historic high. See link:  http://abcnews4.com/news/business-news/expert-provides-insight-on-dow-jones-historic-day Joe explains in his interview that there are some psychological benefits when an index crosses an all-time high, but it has little significance […]

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