December Market Commentary
November Recap and December Outlook We're on the home stretch of a year in which "unprecedented" doesn't even begin to capture it.
Q3 2021 Market Review Slides
Click here to view the Q3 2021 Market Slides.
Q1 2021 Market Review
The S&P 500 Index closed at 3,972.90 on 3/31/21 after rising 4.38% during the month following a 2.76% rise in February. At current levels, the S&P 500 has hit and continues to remain around all-time highs. Out of the 11 sectors that make up the index, all were positive over the month of March. While [...]
Q1 2020 Market Review
Find Q1 2020 Market Review Slides here.
2019 Annual Market Review
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%.
Q3 2019 Economic Review
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
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 last month of the second [...]
Q3 2018 Market Review Slides
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 positive returns in their local [...]
Quarter 2: 2018 Market Review Slides
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 diversified portfolios and features a [...]
Q2 2018 Economic Review
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 history at 9 years (108 [...]