The Shelf Life of News – March Market Recap
In March, market results were negative. Bonds were very slightly up, international stocks were down a bit, while US large-cap and small-cap stocks went down more. So far for the year, results have been more mixed. International stocks and bonds have increased, but US stocks have declined. Tariff News Dominates So far this year, headlines […]
More Control with ETFs – February Market Recap
In February, market results were mixed. International stocks and bonds increased, while US large and small-cap stocks fell. So far for the year, US small-cap stocks are down, while large-cap, bonds, and international stocks had positive returns. ETFs – The Ability to Defer and Control Taxes While the filing deadline isn’t until April 15th, the […]
Risky Business – January Market Recap
In January, markets increased. International stocks fared the best, followed by US large and small caps. Bonds trailed, but still made money. Thoughts on Risk One of the most fundamental investment concepts is the connection between risk and return. Most investors understand that in order to achieve higher returns, they must be willing to take […]
December Market Recap: 2024 Review
In December, markets declined. Bonds fell the least, followed by US large cap and international stocks. US small cap stocks declined the most. Over the course of the year, all four indexes have positive returns, with many stocks having a great year. 2024 Review Happy New Year! As investors, January is a natural time to […]
November Market Recap
In November, markets deviated significantly. US small cap stocks rallied strongly along with US large caps. To a lesser extent, bonds and international stocks also rose. Over the course of the year, all four indexes have positive returns, with many stocks having a great year. Investor Thanksgiving Happy Holidays! We hope you had a wonderful […]
September Market Recap & Election Volatility
Up to this point, it’s been a fantastic year for investors – both bonds and stocks have done well. As we look forward to the final quarter of the year, there is an obvious catalyst for volatility in the markets – the presidential and congressional elections.
August Market Recap & The Upcoming Election
In August, the Democratic party held their convention in Chicago, Illinois, where Kamala Harris officially accepted the nomination for President. This November, she will run against Donald Trump, the Republican party nominee.
July Market Recap & Volatility
Since the beginning of 2023, the S&P 500 has been the best performing stock index. It has also exhibited lower than usual levels of volatility. In other words, it’s been on an awesome run.
June Market Recap & News from the Firm
Recently, we were delighted to learn that our firm had been selected for the USA Today’s annual list of Top 500 Registered Investment Advisory (RIA) firms in the country.
