Dear Client: The first three months of 2016 came in like a lion and went out like a lamb, with the S&P 500 Index falling 10.5% on a closing ... Continue Reading
2015 Review and 2016 Outlook
Dear Client: 2015 Review 2015 proved to be a challenging year as most major global equity markets posted negative returns. After rising almost ... Continue Reading
Celebrating 20 years
Dear Client: October marks Noesis Capital Management’s 20th anniversary of business. For the past two decades we have had the privilege to serve over ... Continue Reading
2015 Midyear Review
Dear Client: Midyear Review 2015 has been eventful thus far as American Pharaoh triumphed to become the first Triple Crown winner since 1978, ... Continue Reading
Life Goal Investing
Dear Client: LIFE GOAL INVESTING The date of this letter is April 15. On this day, many of us in the United States will write a check to the IRS ... Continue Reading
What to Expect in 2015
Dear Client: 2014 Review The U.S. stock market posted its third consecutive annual gain in 2014, overcoming headline news events of global recession ... Continue Reading
2014 Year-to-Date Recap & Outlook
Dear Client: 2014 Year-to-Date Recap 2014 has unfolded as expected in many ways. As the year began, we looked for inflation to remain subdued, ... Continue Reading
Behavioral Finance
Dear Client: We want to share with you what we learned at the recent CFA Institute annual conference in Seattle. One of the main topics was ... Continue Reading
Equity and Fixed Income Review & Outlook
April 15, 2014 Dear Client: Equity Review & Outlook After sustaining intra-quarter profit-taking, the U.S. equity market posted slightly positive ... Continue Reading