Quarterly Newsletter

Spring 2019

Inside This Edition …

  • Feature Article: The Beat Goes On
  • Summit Spirit Award: Laura and Pam
  • Summit University Spring Schedule
  • Staff Spotlight: Welcome Janine Keeperman
  • Keep or Toss? Your A-Z Guide to Document Retention
  • Event: Spring Cleaning Paper Purge
  • A Little Ray of Sunshine: Baby Zayn Arrives!
  • Save the Date: Our 17th Annual Charity Golf Tournament
  • Summit Trivia Challenge

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The Beat Goes On

The previous edition of the Summit Perspective was composed at the end of 2018 amid a market swoon with U.S. stock indices dipping 20 percent from their autumn highs.1 We took the opportunity to perform a lifeboat drill on how to navigate bear markets and market volatility. It was good advice, and we earnestly wanted to share it with you— and then the world failed to end! One could sense things were a bit overblown on Christmas Eve as the U.S. stocks hit what turned out to be the recent bottom given the solid fundamentals in earnings and profits. However, the speed of the recovery that has occurred in the first few months of 2019 surprised many market watchers.

As in preceding downturns, this most recent version melted away and the capital markets resumed their forward progress. However, this time the downturn happened to coincide with the calendar, just in time for investors to receive their report card via their annual statement. If the investing public wasn’t spooked out of their portfolios by Christmas Eve as the market bottomed, many saw the first meaningful annual losses in years on their statements and began to worry.

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Previous Issues

Winter 2019
Fall 2018
Summer 2018
Spring 2018
Winter 2018
Fall 2017
Summer 2017
Spring 2017
Winter 2017
Fall 2016
Summer 2016
Spring 2016
Winter 2016
Fall 2015
Summer 2015

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