Offering market updates from our partners at Commonwealth as well as knowledge and insight for our clients from Gallagher himself.


Weekly Market Update, February 18, 2020

Presented by Mark Gallagher General Market News • Rates fell slightly last week, as concerns regarding the spread of the coronavirus continued to rattle investors. The 10-year Treasury yield fell to 1.54 percent to start the week, and the 30-year fell to 1.99 percent. • Both domestic and emerging markets moved higher last week, while […]

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Market Update for the Month Ending January 31, 2020

Presented by Mark Gallagher Coronavirus outbreak leads to mixed results for markets January was a mixed month for markets, with concerns about the spread of the Wuhan coronavirus having a negative effect at month-end. Despite spending most of the month in positive territory, both the S&P 500 and the Dow Jones Industrial Average declined. The […]

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Weekly Market Update, February 3, 2020

Presented by Mark Gallagher General Market News • Rates continued their downward trend last week, with the 10-year Treasury closing at 1.50 percent on Friday. It opened slightly higher at 1.53 percent on Monday. Three weeks ago, it was as high as 1.90 percent. The 30-year yield broke the 2 percent resistance level, hitting 1.99 […]

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Weekly Market Update, January 27, 2020

Presented by Mark Gallagher General Market News • On Monday, the 10-year Treasury opened at 1.60 percent, down from last week’s 1.82 percent. The 30-year yield opened at 2.08 percent, dropping from 2.30 percent. The short end of the curve is inverted again, with the 2-year yield at 1.45 percent and the 3-year yield at […]

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Market Thoughts for January 2020

Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for December. It was a great close to 2019, with U.S. markets up more than 20 percent and international markets showing double-digit gains. Job growth was strong, and, for the ninth month in a row, income and spending went up. New home sales were at […]

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Market Observations for February 2019

Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for January. It was a great month for the financial markets. Despite the government shutdown, signs of an economic slowdown, and dropping consumer and business confidence, U.S. and international markets were up. Plus, job and wage growth were strong, and companies made more money than […]

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Market Observations for January 2019

Brad McMillan, Commonwealth’s CIO, recaps market and economic news for December. It was another bad month in a string of bad months, with U.S. markets down about 10 percent and international markets faring only a bit better, down 5 to 6 percent. A combination of bad news, from a government shutdown, to the ongoing trade […]

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Weekly Market Update, August 27, 2018

Presented by Mark Gallagher General market news   • On Monday morning, the 10-, 30-, and 2-year Treasuries opened at 2.81 percent, 2.96 percent, and 2.62 percent, respectively. The spread between the 2- and 10-year notes is again at its flattest level in this economic cycle. Historically, an inverted yield curve—where rates on the short end […]

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Tax Organizer

Click link below to download a PDF of our Tax Organizer 2019 Tax Organizer (CLICK HERE) The 2020 tax filing season is the 2nd year after the sweeping federal tax reforms passed by congress. Once again, many of our clients will be utilizing the standard deduction at the federal level, while still being able to […]

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2019 Midyear Outlook: A Story of Headlines Vs. Fundamentals

Presented by Mark Gallagher At the end of last year, the big question was, “Will 2019 bring the end of the recovery?” All of the data seemed to point to an answer of “Not yet.” And so far, that answer still holds. The big picture suggests growth is likely to continue for the rest of […]

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Planning Your Charitable Giving for 2019

Presented by Mark Gallagher A new year has begun. It’s time to evaluate what worked well for you financially in 2018 and whether you need to make any changes for 2019. As you do that, you’ll want to put together a plan for this year’s charitable giving. A good place to start the process is […]

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2018 Market Drawdown: Is This Still Normal?

Presented by Mark Gallagher As we look back on the year, the market continues to drop. Plus, the major U.S. stock market indices are now in or approaching bear market territory (i.e., down 20 percent or more). As such, there is a real concern that this drawdown signals something even worse ahead. Worry levels are […]

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