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September Mid-Month Update: What returns can I expect?

By Ryan Gilmer, CFA, CMT Chief Investment Officer   |  September 16, 2020

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.

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August Market Update

By Ryan Gilmer, CFA, CMT Chief Investment Officer   |  September 1, 2020

We hope you are doing well. Here is a recap of market performance for the month of August and year-to-date

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