Market Insights

Quarterly Newsletters

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.

SilverOak Market Summary - 3rd Quarter 2020

After living with the disruptions the COVID pandemic has caused over the past seven months, people and the economy seem to be settling into new norms. The cloud of uncertainty has been somewhat eased by increased testing, better understanding of treatments, and improved social distancing practices, which has allowed the restart of economic activity. Although, the dust has not completely settled, consumer and business confidence has improved, in spite of continued COVID outbreaks... Read more >

SilverOak Market Summary - 2nd Quarter 2020

The quarter began with the shutdown of the U.S. economy, tens of millions of people suddenly unemployed, and plunging asset prices. The world had turned upside down. The first quarter was one of the worst quarters for equity markets in history. However, the swift and significant actions from the Federal Reserve and Congress stemmed the economic damage, turning the second quarter into one of the best quarters in history... Read more >

SilverOak Market Summary - 1st Quarter 2020

First of all, we would like to thank all of the first responders and health care professionals on the frontlines in the fight against COVID-19. In addition, we pray for those impacted by this virus and hope you and your families remain safe and healthy. We will get through this and life will eventually resume a more normal routine, albeit possibly a “new normal” routine.... Read more >

SilverOak Market Summary - 4th Quarter 2019

If you waited to review your portfolio’s performance until year-end, you might be surprised by the exceptionally good returns over the past year. All asset classes ended 2019 with above-average returns, which is a stark contrast to 2018, where most asset classes had negative performance... Read more >

SilverOak Market Summary - 3rd Quarter 2019

When investors create their long-term investment plan, ideally they should rely on hard data and a time-tested financial philosophy to help them make decisions. The day-to-day seesaw of the stock market should be set aside in favor of a measured, rational plan designed to weather any obstacle ahead. On paper, the map is easy to understand, and seems even easier to follow. But in reality, any personal financial odyssey will be beset with sirens on the road calling to lead the investor astray... Read more >

SilverOak Market Summary - 2nd Quarter 2019

As the summer season starts, many families will retreat to the lake cabin, the beach, or perhaps embark on the Great American Road Trip. But even relaxation takes planning, and lessons learned from past trips can make the journey smoother in the long-run. Before we talk about where we are going, let’s take a look in the rearview mirror. The past 18 months have been a bit of a rollercoaster; however, the S&P 500 is only up 3-4% since late January 2018... Read more >

SilverOak Market Summary - 1st Quarter 2019

The end of the first quarter 2019 capped one of the best starts to a year in decades, leaving investors with a sunny disposition as springtime emerges. This was in stark contrast to the tumultuous market that ensued in the fourth quarter of 2018, when global equity markets were down 10-20%. The swift rebound was likely stronger than most people expected and it may feel like the fourth quarter sell-off is a distant memory... Read more >

SilverOak Market Summary - 4th Quarter 2018

2018 was a unique year, a bit of a rollercoaster. The year started with a lot of market volatility and ended with even more drama. As you may recall, January saw equity markets continue their ascent, extending the strong returns from 2017. The “fear of missing out” on the next great investment trend reached a fever pitch. Then, in late January and through February, equity markets sharply pulled back by more than 10% from their highs... Read more >

SilverOak Market Summary - 3rd Quarter 2018

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 >

SilverOak Market Summary - 2nd Quarter 2018

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 >

SilverOak Market Summary - 1st Quarter 2018

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 >

For quarterly newsletters prior to 2018, please visit our Quarterly Newsletter Archive.

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SilverOak Wealth Management LLC

7650 Edinborough Way

Suite 250  

Edina, MN 55435 

Phone:  (952) 896-5700 

Email:  info@silveroakwealth.com

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