Ethan Pollard

Recent Posts

November Market Commentary

Posted by Ethan Pollard on December 5, 2019

With one month remaining in 2019, financial markets are on track for robust annual gains across the board, rebounding from a lackluster 2018. Global equities advanced in November as the prolonged...

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Thriving Family Principle: Evidence Not Opinion

Posted by Ethan Pollard on November 19, 2019

In his 1973 book A Random Walk Down Wall Street, Princeton economics professor Burton Malkiel performed an experiment wherein he modeled the performance of a hypothetical stock by charting the...

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October Market Commentary

Posted by Ethan Pollard on November 4, 2019

Global markets advanced during October as optimism fueled by a third Fed rate cut and progressing US-China trade talks outpaced concerns over US manufacturing levels. The Russell 3000 Index, one...

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Third Quarter Market Commentary

Posted by Ethan Pollard on October 4, 2019

Despite a quarter filled with nervy headlines ranging from recession risks, political turmoil and global uncertainty, domestic equity markets managed to produce modest gains. The Russell 3000...

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Three Dials Deep Dive: Momentum

Posted by Ethan Pollard on September 18, 2019

The Three Dials Deep Dive series is designed to help clients and the general public to understand our investment methodology. Over the past several months, we have been exploring each of our Firm’s

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Three Dials Deep Dive: Economic Fundamentals

Posted by Ethan Pollard on September 9, 2019

In an effort to help clients and the general public to understand our investment methodology, this post is the second in a three-part deep dive into each of our firm’s Three Dials, which serve as...

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August Market Commentary

Posted by Ethan Pollard on September 4, 2019

Equity markets declined in August as a rush of negative headlines led to a risk-off attitude for the month. Aside from the now commonplace hand-wringing over trade wars and other global...

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Three Dials Deep Dive: Valuation

Posted by Ethan Pollard on August 23, 2019

As you may know, our firm uses a proprietary asset allocation model we call “The Three Dials”, wherein we look at three primary indicators in the markets and the overall economy that tend to...

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The Inverted Yield Curve

Posted by Ethan Pollard on August 16, 2019

With all the buzz in the news on the “inverted yield curve”, we have put together a helpful primer on what this means for the economy and the stock market.

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July Market Commentary

Posted by Ethan Pollard on August 5, 2019

The month of July offered investors a little bit of everything, including new all-time highs for equity indexes and a month-end selloff inspired by the first rate cut from the Federal Reserve in...

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Second Quarter Market Commentary

Posted by Ethan Pollard on July 9, 2019

During the second quarter of 2019, equity markets churned out another solid performance, despite experiencing some inter-month volatility. The Russell 3000 Index, one of the broadest measures of...

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May 2019 Market Commentary

Posted by Ethan Pollard on June 6, 2019

Volatility returned to equity markets in May after four consecutive months of gains to start the year. The Russell 3000 Index, used to measure the broad performance of US stocks, declined -6.5% in...

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April 2019 Market Commentary

Posted by Ethan Pollard on May 13, 2019

Through the end of April, equity markets logged a fourth consecutive monthly gain to start the year, with major indexes recovering to levels last seen prior to the 2018 Q4 selloff. The Russell...

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First Quarter Market Commentary

Posted by Ethan Pollard on April 15, 2019

Financial markets seem to have emerged from a dark winter, with Q1 seeing strong rebounds in performance after last December’s steep sell-off. US stocks advanced +14.0% in Q1 as measured by the...

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February 2019 Market Commentary

Posted by Ethan Pollard on March 8, 2019

February saw a second consecutive monthly gain for equity markets to start the year, as stock prices continued to claw back losses from the fourth quarter of 2018. US markets rose +3.5% this...

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January 2019 Market Commentary

Posted by Ethan Pollard on February 5, 2019

What a difference a month can make! Markets that ended 2018 with steep December declines reversed course to churn out robust gains during the month of January. The S&P 500, the most widely...

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2018 Year-end Market Commentary

Posted by Ethan Pollard on January 11, 2019

2018 proved to be a curious year for financial markets. At the end of the third quarter, US stocks were firmly on track for their tenth consecutive year of gains, up +10.6% on the year through Q3...

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Mid-December Market Update

Posted by Ethan Pollard on December 21, 2018

Merry Christmas to you and yours!

This Christmas season, we hope you are focusing on spending time with loved ones and celebrating Christ’s birth.  At Archetype, our job is to worry about the...

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November 2018 Market Commentary

Posted by Ethan Pollard on December 5, 2018

Financial markets bounced back from a rough October to see gains across the board for the month of November. The S&P 500 gained +2.0% on the month and appears poised to end 2018 in positive...

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Frequently Asked Questions: The Three Dials

Posted by Ethan Pollard on November 20, 2018

We never want to be a “Black Box” when it comes to our investment strategies and philosophies. In fact, we want our clients to be empowered with the knowledge of how their assets are being...

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October 2018 Market Commentary

Posted by Ethan Pollard on November 6, 2018

 If October felt scary to you for reasons unrelated to Halloween, it may be due to the stock market’s biggest one-month decline in nearly ten years. In February of 2009, the S&P 500 index lost...

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Market Update 10/15

Posted by Ethan Pollard on October 16, 2018

At market close on October 15th, the S&P 500 index was down about -6.5% from its peak last month, and last Wednesday’s -3.2% loss was the largest decline since February. In fact, many of the same...

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2018 Third Quarter Market Commentary

Posted by Ethan Pollard on October 5, 2018

With Q3 in the books, we find ourselves looking back on another quarter where US stocks outperformed all other assets, and portfolio diversification is again on trial. The debate over the merits...

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