December ’22 Update

Financial markets had mixed returns in December. Bonds and international stocks were roughly flat, while US large and small cap stocks declined. For the year, all four asset classes went down in value.

October ’22 Market Update

Financial markets had mixed results in October. Stocks rallied, with US small cap stocks leading the way. US large cap and international stocks also increased.

Q3 2022 Market Recap

This quarter has been disappointing for investors, and volatility has continued. US small-cap, large-cap, and international stocks all declined. Bonds also went down. The rising interest rate environment that began when the calendar flipped from 2021 to 2022 continues to be the main driver of economic and financial markets.

September ’22 Market Update

Financial markets declined in September. Bonds lost the least, followed by US large-cap stocks. US small-cap stocks and International stocks fared the worst. The same is true for the year to date.

August ’22 Market Update

Financial markets declined in August. US small-cap stocks performed best, followed by bonds. US large-cap and International stocks fared the worst. Since the beginning of the year, bonds are down the least, while stocks are still down double digits.

July ’22 Market Update

Markets have rallied to start the second half of the year. US small-cap and large-cap stocks led the way, followed by international stocks. Bonds are also higher, but have trailed on a relative basis. Since the beginning of the year, bonds are down the least, while stocks are still down double digits.

June ’22 Market Update

Markets have continued to decline through the end of June. Overall, bonds have held up best, while all stocks categories have fared poorly. Since the beginning of the year, all four asset classes are down double digits, and all stock asset classes are in bear markets.

June ’22 Mid-Month Update

So far in June, markets have continued to decline. Overall, bonds have held up best, while all stocks categories have fared poorly. Since the beginning of the year, all four asset classes are down double digits, and all stock asset classes are deep into correction territory.

May ’22 Market Update

Market volatility continued in May, but stocks began to rally toward the end of the month. Overall for the month, US large and small stocks ended up relatively unchanged, while bonds and international stocks increased. During the year, while both bonds and stocks have decreased, bonds and international stocks have outperformed US large and small caps.