Market Review Articles

Q1 2020 Market Review

Apr 15, 2020

Access the Q1 2020 Market Review Slides here.  

2019 Annual Market Review

Jan 19, 2020

The US stock market, as represented by the S&P 500, finished up 9.07% on the quarter, adding to a slightly positive return in the third quarter and closing the year up 31.49%. Smaller US stocks trailed behind but still rose significantly, up nearly 10% for the quarter and over 25.5%…


Q3 2019 Economic Review

Oct 24, 2019

The US economy, while slowing, has remained relatively strong as the global economy trudges along.  However, the markets, the media and may in the investment community believe that tough times lay ahead both at home and abroad. Click here to read the full article Q3 2019 Economic Review

Q2 2019 Economic Review

Jul 15, 2019

Markets Continue to Set Records in the Second Quarter of 2019 Stock markets in the U.S. and mostly around the globe turned in a good second quarter, which when combined with a good first quarter, created fantastic YTD returns for investors. In fact, the returns were historic, especially for the…


Q3 2018 Market Review Slides

Oct 15, 2018

The third quarter of this year saw mostly positive results. US stocks were up 7.12%, while Developed International stocks experienced gains of 1.4%. Emerging Markets and Global Real Estate saw negative results. Year to date, US stocks are up 10.6% and International stocks are down 2.7%. International stocks have experienced…


Quarter 2: 2018 Market Review Slides

Jul 26, 2018

Every quarter, we publish a report that features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally…


Q2 2018 Economic Review

Jul 9, 2018

Though we have seen the markets generally move sideways this year, economic growth has surged in 2018. This is mostly due to an increase in fiscal stimulus. It is believed the tax cuts have added to both consumer and business spending. We are experiencing the 2nd longest economic expansion in…


Q1 2018 Market Commentary

Apr 15, 2018

January got off to a fast start, with the DJIA, S&P 500 and NASDAQ leaping by 5.8%, 5.6% and 7.4%, respectively. Many market experts attributed that performance to a fantastic fourth-quarter earnings season and the passing of the Tax Cuts and Jobs Act of 2017. For backdrop, consider this from research…


2017 Market Review

Feb 5, 2018

2017 Market Review

Q3 2017 Market Commentary

Oct 17, 2017

Q3 2017 Market Commentary

Q2 2017 Market Commentary

Jul 13, 2017

Q2 2017 Market Commentary

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