September Market Recap & Interest Rate Impacts

In September, markets went down. US stocks declined the most, followed by international stocks. Bonds also lost money. For the calendar year, US large cap stocks have performed best, followed by international stocks. Small cap stocks are up less, and bonds have moved into negative territory. Higher for Longer? In September, interest rates on long-term […]

August Market Recap & Minding the Gap

In August, markets declined, with US small caps the worst offenders. Large caps, international stocks, and bonds also went down. For the calendar year, large cap stocks have performed best, while small caps and international stocks also had positive returns. Bonds are slightly up. Two Return Calculations Did you know that there are multiple methods […]

July Market Recap & Starting with Why

July Market Recap In July, stocks continued to rally. While US small caps led, large caps and international stocks also had attractive returns, while bonds were flat. For the calendar year, all four asset classes have made money. So far, it’s been a good year to invest, despite many negative news headlines. Start With Why […]

June Market Recap & Two Factors to Consider

In June, stocks rallied. While US small caps led, large caps, and international stocks also had attractive returns, while bonds slightly declined. For the calendar year, all four asset classes are higher. Two Big Factors to Consider When Investing Investors are constantly being bombarded with news and noise. Will the Federal Reserve increase interest rates […]

The Debt Ceiling – May ’23 Update

In May, market performance was mostly negative. US large cap stocks inched higher, while small cap stocks, bonds, and international stocks declined.

The Right Questions to Ask – April ’23 Update

In April, market performance was mixed. International stocks and US large caps had positive returns, while bonds were also up.

Too Hot? Too Cold? Just Right? – March ’23 Update

In March, market performance varied widely based on asset class. US small cap stocks declined significantly, while large cap stocks, international stocks, and bonds increased in value.

The War in Ukraine, One Year Later – February ’23 Update

Markets declined in February. US small cap stocks declined the least, while US large cap, international stocks, and bonds were all down similar amounts. For the year, all stock categories have provided positive returns, and bonds are also slightly up.

Tax Season is Here! – January ’23 Update

Financial markets started the year off well. US small cap stocks and international large cap stocks fared best, but US large caps and bonds also increased.