News & Articles

Looking at broad market indices, the US equity market again outperformed both developed ex US and emerging markets during the quarter. In a repeat from the third quarter, US REITs recorded the highest returns, outperforming equity markets. The value effect was negative in the US, developed ex US and emerging markets. Small caps outperformed large caps in both developed ex US and emerging markets but underperformed in the US… Read our Forth Quarter Newsletter for 2015.

We welcome you to stop in and visit or schedule a meeting. Lyke Financial recently moved into our new office building located at 4017 Whipple Avenue, N.W. in Canton, Ohio. Looking at broad market indices, the U.S. equity market outperformed both developed U.S. and emerging markets during the third quarter. U.S. REIT’s recorded the highest returns, outperforming equity markets… Read our Third Quarter Newsletter for 2015.

Looking at broad market indices, emerging markets outperformed both the U.S. and developed ex U.S. markets in U.S. dollars during the quarter. REITs recorded the lowest performance in developed markets, including the U.S. The value effect was positive in emerging markets but negative in developed markets, including the U.S. small caps which outperformed large caps in the U.S., non-U.S. developed markets, and emerging markets. The U.S. equity market recorded slightly positive performance for the quarter… Read our Second Quarter Newsletter…

Psychology can be pretty weird sometimes. Mostly, the weird stuff really comes out when stressful times are upon us. Think 2000—2002 or 2008 or financial stress. If one were to revisit the financial headlines we would find them pretty funny if not stupid—with the benefit of hindsight. Negative news, constantly repeating, has a compounding effect that causes investors to panic and do exactly the wrong thing at exactly the wrong time. Back in the early 70’s, I can remember Walter…

If you’ve been paying attention to market statistics for calendar year 2014, you’re aware that domestic stocks have had a banner year. The U.S. S&P 500 Index enjoyed an annual return of more than 13% and if you’re looking at account statements, you’re also seeing that the major non-U.S. (international) indexes, such as the MSCI EAFE Index and the MSCI Emerging Markets Indexes, actually ended with negative returns for the same period… Read our Forth Quarter Newsletter for 2014.

The broad US equity market had flat-to-slightly-positive returns for the quarter. Small cap stocks in the US under-performed large cap stocks, with US small cap indices posting negative returns. Most equity markets outside the US had negative performance in US dollar terms. Currency movements played a role; the dollar appreciated against most currencies. In developed markets outside the US, large cap indices outperformed small cap indices. In the emerging markets, however, small cap indices outperformed large cap indices. Value under-performed…

Equity markets posted positive performance for the quarter-led by emerging markets. This was the first quarterly period in which emerging markets had outperformed developed markets since the third quarter of 2012. REITs both in the US and in developed non-US markets outperformed equities. Large cap indices outperformed small cap indices in the developed and emerging markets, including the US. In general, value outperformed growth indices, though performance was mixed within size ranges and regions… Read our Second Quarter Newsletter for…

U.S. stocks ended the first quarter of 2014 with only minimal changes, as a sell-off early in the quarter gave way to a recovery that more than offset previous losses in most cases. The decline was relatively brief and confined to a two-week stretch in late January and the beginning of February. A weak December 2013 employment report, concerns about emerging markets, and the Federal Reserve’s ongoing downsizing of its Quantitative Easing program (QE) were all factors weighing on share…

The unusually strong performance of US stocks in 2013 was a welcome surprise for investors who are following a simple buy-and hold strategy and a source of exasperation for many professionals caught flatfooted by the steady rise in share prices. It was the best year for the S&P 500 Index since 1997, with a total return in excess of 32%. The size and value dimensions were even more rewarding: 2013 was the best calendar year since inception for the DFA…

U.S. stocks enjoyed strong gains in the third quarter. Gains were strongest in the NASDAQ Composite +10.82% for the third quarter and 24.90% year to date. Small stocks as measured by the Russell 2000 out-performed the Large S&P 500 for the quarter 10.21% versus 5.24% respectfully and 27.69% versus 19.79% year to date. For the bond market in 2013 it depends greatly on the structure to determine if you have negative returns… Read our Third Quarter Newsletter for 2013.