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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.

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Weekly Market Update – August 21

This week, the S&P 500 reached both an intraday all-time high and closing all-time high, before going down. Since March, we have been consistently and gladly reporting stock gains in these communications. While a rising market in a bad economy

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Weekly Market Update – August 14

The S&P 500 Index achieved its all-time closing high on February 19, 2020 at 3386. This week, the market continued to approach this level. The following graph, from Strategas Research, is split into two sections. The top shows the following

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Your Weekly Market Update – August 7

This week, the S&P 500 trended higher, continuing the positive momentum which has consistently persisted since March 23rd. So far this year, we’ve seen a continuous array of emotional and divisive events, and plenty of volatility

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Weekly Market Update – July 24

Market action was mixed this week, leaving stocks little changed for the week. Early on, good news flowed as earning season began and progress continued on a potential new stimulus package. On Thursday, the tech sector came under pressure as this ove

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