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July 2016 Lockbox Investor Letter
Posted on August 17th, 2016
July Market Performance In early July, the S&P 500 moved to unprecedented highs and held its position. During this period after the referendum result, investors realized that the effects of the Brexit were not an immediate threat. As a result, the index mobilized upwards and quickly ascended past its previous all time closing high at […]
Effects of Brexit On The British Pound – Currency Update
Posted on August 10th, 2016
The pound has plunged 14% against the U.S. dollar since the UK voted to leave the European Union on June 23. Since the start of the year, the pound is down about 12% and trading at its lowest levels since 1985. The possibility of the UK experiencing negative consequences with EU relationships, as well as […]
Domestic Bull Run – Equity Update
Posted on August 10th, 2016
Major U.S. stock indices reached new highs in July as earnings reported for companies in a host of industries were better than expected, leading to upward pricing pressures. The S&P 500 Index staged a powerful rally following the June 27 referendum vote in Britain, sending the index to new highs. Since the run, equity markets […]
Economic Conditions – Macro Overview
Posted on August 10th, 2016
Macro risks are still prevalent throughout the world as the effects of Brexit and terrorism continue to be ongoing concerns. U.S. markets have been resilient to the uncertainties, as major U.S. stock indices reached new highs in July. Some believe that the outcome of the EU vote, as well as the sentiment in Britain shortly […]
Where Our Tax Dollars Go To – Fiscal Overview
Posted on August 2nd, 2016
For fiscal 2015, the federal government took in over $3.2 trillion in tax payments, a record year compared to previous fiscal years. The federal budget for fiscal year 2015 ran from October 1, 2014, to September 30, 2015. The total figure amounts to approximately $21,833 for every person in the United States. Taxpayers often wonder, […]
Should You Prepare for a Stock Market Crash?
Posted on August 2nd, 2016
Many of us who lived through the financial crisis of 2008 believe another stock market crash is on the horizon. Consider billionaire investor Carl Icahn, for example, who had a net equity position that was 150 percent short as of the end of March. That indicates at least one investor thinks the stock market will […]
10 Financials to Review This (And Every) Summer
Posted on August 2nd, 2016
We all have annual rituals – from New Year’s resolutions to spring cleaning. This year, add one more: a midyear financial checkup. And what better time to do it than summer, when other obligations often ease? We recommend evaluating the following areas to determine whether your financial health needs improvement: Budget. How much are you […]
Bonds Worldwide React to Brexit – Global Fixed Income Update
Posted on July 25th, 2016
As government bond yields turned negative throughout Europe, rates overseas in the U.S. and in Asia also dropped to new lows. The U.S. Treasury 10-year bond yield stood at 1.49% at the end of the June, a level not seen in a very long time. The concern with ultra-low yields as well as negative yields […]
Less Men Are Working – Labor Demographics
Posted on July 25th, 2016
The Council of Economic Advisors, an agency within the Executive Office of the President, released a report in June identifying the fact that less working age men are working. The participation rate for men between the ages of 25 and 54 fell more steeply than in all but one country in the Organization for Economic […]
11 Million Spend Half of Income on Rent – Housing Update
Posted on July 25th, 2016
As banks and financial institutions have been mandated to increase their loan qualifications for home mortgages due to government regulations, more and more families are being forced to rent rather than own. As the demand for rentals has been increasing, the level of home ownership has been falling. Some attribute this dynamic to a low […]
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