December Market Recap & Gathering Insights

Stock markets had mixed results in December. International stocks led the way, while US large-cap stocks inched upward. US small-caps and bonds slightly declined. For the year, all four asset classes have gone up. Your Best Advice As we close the chapter on this year and look ahead to the next, it’s a natural moment […]

November Market Recap: Investor Thanksgiving

Stock markets advanced again in November. International stocks were up most, followed by US small-cap stocks. Bonds and US large-cap stocks also increased. Year to date, all four asset classes have gone up significantly. Investor Thanksgiving Happy Holidays! We hope you had a wonderful Thanksgiving. As investors, we have a lot to be grateful for, […]

October Market Recap: Meet Mr. Market

October was another positive month for investors. US large-caps and small-caps led the way, while international stocks and bonds also increased. This year, international stocks are the clear leader, followed by US large-caps. US small-caps and bonds have also done well. Stocks vs. Companies – The Parable of Mr. Market In 1949, Benjamin Graham wrote […]

September Market Recap: The Bulls & The Bears

September was another positive month for investors. US large-caps and small-caps led the way, while international stocks and bonds also increased. This year, international stocks are the clear leader, followed by US large-caps. US small-caps and bonds have also done well. Bull and Bear Markets It’s been a stellar year for investors. Despite some significant […]

August Market Recap & Minding the Gap

In August, all four of the investment categories we track had positive returns. US small caps did the best, while international stocks followed closely behind. US large caps and bonds also did well. For the year, international stocks are the clear leader, followed by US large-caps. US small caps and bonds have trailed while still […]

July Market Recap & An Interest in Interest

In July, US stocks increased, while international stocks and bonds went down. This year, international stocks have outperformed, followed by US large-caps and bonds. US small-caps are slightly down. Can interest rates be interesting? On Wednesday, the Federal Reserve announced that they were holding their policy rate steady in a range between 4.25-4.50%. While on […]

June Market Recap & Rebalancing Your Investments

In June, stocks continued to rally. US small and large caps did best, while international stocks and bonds followed. So far for the year, international stocks have led, followed by US large-caps and bonds. US small-cap stocks have gone down. Making Good Decisions According to a Harvard Business Review article from December of 2023, each […]

May Market Recap & Thoughts on When to Buy

In May, stocks rallied significantly. US large and small caps led, while international stocks also continued to go up. Bonds declined. So far for the year, international stocks are the clear leader, followed by bonds. US large cap stocks have also increased, while small-cap stocks have gone down. Is Now A Great Time To Buy? […]

April Market Recap & A Historical Perspective

In April, market results continued to diverge. International stocks were up again, and bonds were slightly up as well. US large and small-cap stocks went down in value. So far for the year, international stocks are the clear leader, followed by bonds. US large and small-cap stocks have declined. A Historical Perspective So far to […]