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    August 24, 2015

    We thank you for the trust you give us each day to assist you and your families. Please call us to set up an appointment to review your accounts or just to chat about how the recent events might affect your current or future goals. 

    The following excerpt is from JP Morgan’s Guide to the Markets.  We wish to share this with you simply as a reference in light of the recent investment market volatility.  History of markets tells us that 2/3 of the time markets rise and 1/3 of the time markets fall.  What is interesting in the data below is that for the 35 years shown, 27 out of 35 times the S & P 500 ended the year on a positive note even when there was a large drop at some point in that year.  (see the negative numbers in red representing the largest intra-year drop for each year).

    The last several years have been relatively calm for the U.S. stock market. Notably, this bull market has gone 1,418 calendar days without a 10% correction – the third longest such streak in the last half-century. But recent market moves may have some investors concerned. Below are a few key observations you may want to use to frame your conversation with clients.

    *The market is down -5.8% on the week, near its low for the year. This represents a new intra-year decline from recent highs of -7.5%. 

    *In reality, intra-year declines of 5% or worse are not unusual at all. In fact, it’s been 20 years since we experienced a year without at least a 5% decline.

    *As shown below on slide 11 of the Guide to the Markets titled Annual returns and intra-year declines, this is one of the least volatile years in recent history.
    Graph

    What’s behind the weakness?

    The market weakness does not appear to be associated with any one event, but rather seems to be the result of a few factors.

    * Uncertainty around the timing of Fed “lift-off” continues to give the markets indigestion; markets hate uncertainty, and this is a key area of confusion.

    * The narrative around weaker growth in China and emerging markets more broadly has spilled over into commodity and currency markets, causing a new wave of risk-aversion.

    * A general lack of economic data has created a bit of a news vacuum, causing increased focus on the aforementioned developments. 

    For investors, now is a time to invest with composure and to rely on the power of diversification.

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    May 1, 2015

     

    On behalf of my staff at Blue Ocean Strategic Capital, I’d like to take this opportunity to thank you for attending our Client Appreciation Event, held on April 22.   We enjoyed having an opportunity to meet so many of you face to face.

     

    Our main goal for the event was to say ‘Thank You” to our clients for their business, trust and loyalty.  Our clients are unique and my team of experienced professionals is dedicated to providing an exceptional client experience and value.   Our dedication to you is constant and we applaud every opportunity that you allow us to share this with you.

     

    We ask that you continue to visit our website at www.boscllc.com and review your quarterly newsletter letter for client related events, market related news updates and industry performance data. Again, thanks to all of you for attending our Client Appreciation event. 

    Sincerely,

    Ted Sarenski

    Chief Executive Officer  & President

     

     

           
     

     

     

     

     

     

     

     

     

 
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