We hope you can join us in congratulating our co-founder Jim Hess, CPA, on his retirement after more than 41 years with our firm.
In March, market results were negative. Bonds were very slightly up, international stocks were down a bit, while US large-cap and small-cap stocks went down
In February, market results were mixed. International stocks and bonds increased, while US large and small-cap stocks fell. So far for the year, US small-cap
In January, markets increased. International stocks fared the best, followed by US large and small caps. Bonds trailed, but still made money. Thoughts on Risk
In December, markets declined. Bonds fell the least, followed by US large cap and international stocks. US small cap stocks declined the most. Over the
In November, markets deviated significantly. US small cap stocks rallied strongly along with US large caps. To a lesser extent, bonds and international stocks also
Up to this point, it’s been a fantastic year for investors – both bonds and stocks have done well. As we look forward to the final quarter of the year, there is an obvious catalyst for volatility in the markets – the presidential and congressional elections.
In August, the Democratic party held their convention in Chicago, Illinois, where Kamala Harris officially accepted the nomination for President. This November, she will run against Donald Trump, the Republican party nominee.
Since the beginning of 2023, the S&P 500 has been the best performing stock index. It has also exhibited lower than usual levels of volatility. In other words, it’s been on an awesome run.
