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4th Quarter 2014 Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios and features ...

3rd Quarter 2014 Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios and features ...

2nd Quarter 2014 Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios and features ...

2014 Resources from DFA

The Power of Markets. This 2-1/2 minute video explains how security prices are set—and change—based on the collective knowledge of buyers and sellers. Dimensional Stories. Dimensional Fund Advisors LP ("Dimensional") is an investment advisor registered with the Securities and Exchange Commission. All expressions of opinion are subject ...

1st Quarter 2014 Statement Message

Elliott Cove Capital Management successfully negotiated a lower custodial fee with our primary custodian, Trust Company of America.  We have passed along these savings to you and are proud to announce that our custodial fees on all retail investment accounts have been reduced from 0.25% to 0.22%.  The ...

1st Quarter 2014 Quarterly Market Review

This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.The report also illustrates the performance of globally diversified portfolios and features ...

4th Quarter 2013 Quarterly Market Review

This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.The report also illustrates the performance of globally diversified portfolios and features ...

4th Quarter 2013 Statement Message

December was filled with excitement as the market seemed to be testing new highs by the day.  With past financial bubbles still fresh in investors' minds, anticipation and anxiety remains that the market may be readying itself for another correction.  The 4th quarter of 2013 closed out a very good ...

3rd Quarter 2013 Statement Message

The third quarter of 2013 was characterized by reactions to a tumultuous U.S. political environment with strong returns overall.  Q3 2013 continued to reflect the market drama and volatility we’ve seen over the last few years.  Elliott Cove Portfolios were designed with endurance in mind, and the finish ...

2nd Quarter 2013 Statement Message

The year began favorably for stocks, which soared more than 10% in the first quarter on a mix offundamentals and optimism. The Dow Jones Industrial Average and the S&P 500 Index continued topost gains until late May and showed small losses in June. For the full second quarter, both ...

Notes from the Cove - April 15, 2013

As you probably saw, the S&P 500 closed above its all-time intraday high last week. This may have some clients anxious about “a top” (on the flip side, it also makes some investors feel more comfortable with taking risk – that’s why prices reach equilibrium).You may have received ...

2013 Resources from DFA

Please click on the titles below for informational reports from DFA! Down to the Wire: A Look Back at 2012. Although many investors have expressed frustration with stock market fluctuations in recent years, the time required to recover losses from the October 2007 peak appears broadly consistent with past cycles ...

1st Quarter 2013 Statement Message

Despite mixed performance in the fourth quarter, U.S. equities posted solid gains in 2012, a trend that continued into the first quarter of 2013. The market rally which started on November 28th, 2012, has been slow and steady. The rally went into hiding a few times but recovered quickly. Many fixed income sectors, by contrast, declined.

1st Quarter 2013 Quarterly Market Review

This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

4th Quarter 2012 Quarterly Market Review

This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.The report also illustrates the performance of globally diversified portfolios and features ...

2012 Review - Economy & Markets

Throughout 2012, nervous investors did not have to look hard for reasons to avoid the financial markets. The daily headlines provided abundant gloom to feed their doubts, but investors who acted on impulse could have missed a potential opportunity to participate in strong returns across the global financial markets. The ...

4th Quarter 2012 Statement Message

Despite slow economic growth, dysfunctional partisan politics, and an impending plummet off the fiscal cliff, the stock market showed its usual resilience to close the year with a 13.4 percent gain as measured by the S&P 500. In fact, since the bottom of the stock market on March ...