Noember Market Update
We hope you are doing well. Here is a recap of market performance for the month of November, and year-to-date:
November Mid-Month Update
We hope you are doing well. Here is a recap of market performance for the month of November so far, and year-to-date: For the month, stocks are significantly higher, with US small cap and international stocks up double digits. US large caps are also firmly positive, while bonds are slightly up. For calendar year 2020, the S&P 500 remains the leader, and bonds are second best.
October Market Update
We hope you are doing well. Here is a recap of market performance for the month of October and year-to-date:
October Mid-Month Update
We hope you are doing well. Here is a recap of market performance for the month of October and year-to-date:
Third Quarter 2020 Market Update
In the third quarter, stocks continued to go up, regardless of where you looked. US large cap, small cap, and international stocks all increased. Bonds lagged behind, but still had positive returns.
Weekly Market Update – October 5th
We hope you are doing well. We’ve attached a quarterly review video that discusses the following:How did major asset classes perform in the third quarter? What is the outlook for the fourth quarter and the election?
September Market Update
Here is a recap of market performance for the month of September and year-to-date. September and year-to-date equity returns were opposites of each other. For the year, the S&P 500 has outperformed international and small cap stocks. During September, the S&P 500 trailed them both. Bonds were the best performer last month, and also for the year.
September Mid-Month Update: What returns can I expect?
We hope you are doing well. Here is a recap of market performance for the month of September and year-to-date. So far this month, many stocks have declined, with the S&P 500 leading the way down. Small cap stocks have declined less than the S&P 500, while international stocks and bonds are essentially unchanged. Despite this decline, the S&P 500 remains the leader for the year so far with regard to stock investments. Bonds are also firmly positive.
August Market Update
We hope you are doing well. Here is a recap of market performance for the month of August and year-to-date
