Market Insights

Each quarter, SilverOak Wealth Management releases our Market Summary newsletter, highlighting the most important economic data and market trends for the quarter, as well as our outlook going forward. 


See below for our most recent newsletters.

Quarterly Newsletters

For quarterly newsletters prior to 2016, please visit our Quarterly Newsletter Archive.

U.S. investors must have turned down the volume on the obligatory negative headlines from mass media during the quarter, as U.S. equities posted solid returns. Volatility in U.S. equities has been very low since June. For the quarter, the S&P 500 did not experience a single trading day with returns of +/- 1%. Investors are accepting as status quo the political headlines, continued U.S. economic growth...  Read more >

Summer months in the market tend to be more docile and come with lower trading volume and volatility as investors chase sunshine rather than returns. However, just like mosquitos, macro headlines tend to emerge as unexpected guests. The recent narrative has been dominated by trade tariff rhetoric which has escalated into a global tit-for-tat...  Read more >


The first quarter left a lot of investors feeling like the mountain climber in the Price Is Right game, as equity markets steadily ascended until the end of January when they fell precipitously. Many market participants entered the year expecting last year’s historically low volatility to continue. However, in our 4Q 2017 letter, we encouraged investors to be prepared for higher volatility and even a 10% correction...  Read more >


Coming into the year, we had a favorable outlook for the economy and equity markets despite political noise, geopolitical risks and elevated valuations. Surprisingly, equity returns turned out to be stronger than expected.  Even fixed income had solid returns. Global central bank policy remained highly predictable which helped provide... Read more >


Steady as she goes. Strong market returns continue as many U.S. and international equities markets set new highs or are near prior peaks.  Risk assets continue to perform well despite an uptick in macro headlines with political noise, geopolitical threats, and natural disasters.  Investors have focused on fundamentals... Read more >


Most asset classes had positive returns during the second quarter of 2017, adding to gains seen in the first quarter.  The positive momentum continued as there was not any major headline news that impacted the markets.  Therefore, rather than "make a mountain out of a molehill” regarding any specific headline or theme... Read more >


The first quarter of 2017 was strong as equity markets advanced in each of the three months. Volatility, measured by the CBEO Volatility Index, had the second lowest quarterly reading ever.  Business and market sentiment has been increasingly positive and investors have been undeterred by any macro headlines such as the failed... Read more >


Shifting winds based on investors’ fears and hopes was the story of the year.  Coming into 2016, SilverOak expected increased market volatility and encouraged investors to stay committed to their investment plan and diversified portfolio.  We were correct in anticipating increased volatility as 2016 was an eventful year; though many... Read more >


The third quarter brought a fair amount of headline news beginning with the spillover of the Brexit vote in the second quarter and ending with Deutsche Bank and the presidential debates.  Despite the headlines, volatility was muted for much of the quarter and risk assets continued their strong performance from the lows set in mid-February... Read more >


Markets during the second quarter continued to be volatile as investors were confronted with geopolitical uncertainty and concerns over global growth.  The quarter ended with markets being surprised with the historic decision by UK voters to leave the European Union.  The decision caused equity markets to sell off... Read more >


The first quarter was a tale of two halves.  At the beginning of the year, we saw investors take risk off as concerns about global growth and geopolitical tensions rose.  Equity markets were down 10% - 20% through mid-February making many investors uneasy. The second half of the quarter helped calm those fears with equity markets... Read more >

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Edina, MN 55435 

Phone:  (952) 896-5700 


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