Quarterly Publications

Beacon Trust Quarterly - Q2, 2016

Market Outlook & Review

"On Thursday, June 23rd, citizens of the United Kingdom voted to exit the European Union free trade zone (“Brexit”). The decision, unlikely to be reversed, sent shock waves..."
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Beacon Trust Webcast - Q2, 2016

The Bull Keeps Rolling
Market Recovers From “Brexit” Scare

Webcast by John Longo, PhD, CFA
Chief Investment Officer
Watch now!
Beacon Trust Webcast - Q1, 2016

Another Stock Market Correction in a V-Shaped Quarter

"The S&P 500 finished Q1 up 1.4%, with this modest number belying the huge volatility that occurred intra quarter. In fact, the S&P 500 began the year with its worst start ever, falling 5% within the first four trading days. The market bottomed in mid-February with a 13% peak to trough loss, its second correction in less than a year. John Longo, Beacon Investment Advisory Services’ Chief Investment Officer, will review the events from the first quarter of 2016 and discuss the firm’s outlook for the remainder of the year."
Watch now!
Beacon Trust Quarterly - Q1, 2016

Market Outlook & Review

"Our equity market outlook is one of modest returns and heightened volatility. Valuations on the S&P 500 are a bit extended, with the market trading at 17x–22x earnings, depending on the data source. We believe that material P/E multiple expansion is unlikely, so returns will likely be limited to earnings gains, dividends and net stock buybacks. As we enter earnings season...."
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Beacon Trust Quarterly - Q4, 2015

Health of the Global Economy

"The “R” word, as in recession, has been muttered increasingly of late, and international think tanks, such as the International Monetary Fund (IMF), continue to mark down global growth prospects. Our base case continues to envision modest real growth globally and about 2% in the US this year...."
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Beacon Trust Quarterly - Q3, 2015

T.I.N.A.’s Tantrum

"When we first embraced T.I.N.A. a few years ago, she was compliant, reliable and eager to please. For those who have not had the pleasure, T.I.N.A is an acronym for..."
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Beacon Trust Quarterly - Q2, 2015

Second Half Outlook

"While temperatures across the country are sizzling in seasonal fashion, first half investment returns from major asset classes were quite tepid..."
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Beacon Trust Quarterly - Q1, 2015

Dollar Doubts

"We recently published a piece (see latest Commentary dated April 20, 2015 on our website) casting doubt on the strong dollar outlook..."
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Beacon Trust Quarterly - 2015 Outlook

"It’s like déjà vu all over again”

"This famous quote by former New York Yankee catcher Yogi Berra aptly describes similarities between the start of this year..."
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Beacon Trust Quarterly - Q3, 2014

Economic Theme: US Demand Dynamics Trump European Exposure

"While there is no shortage of global risk factors, a significant portion of the recent slide in equity prices is related to worsening economic conditions in the eurozone..."
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Beacon Trust Quarterly - Q2, 2014

Second Half Outlook

"Although temperatures across the US are now boiling, the biggest surprise in the first half was the cold weather, which contributed to a 2.9% decline..."
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Beacon Trust Quarterly - Q1, 2014

What's Working, What's Not

"With the first quarter in the books, we thought this a propitious time to step back and reflect on some of the key imponderables that have emerged this year as well as their potential investment..."
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Beacon Trust Quarterly - Q4, 2013

Buying Stocks at a Discount

"About four years ago, while having lunch with the Vice President of Finance of a non-profit
organization, the client continually queried if we bought stocks at a discount..."
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Beacon Trust Quarterly - Q3, 2013

What’s Working, What’s Not

"Even after the short-term agreement on the budget and debt ceiling, it would be a bit of a stretch to say that the government is functional. Undoubtedly, political risk is one of the toughest..."
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