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Blog posts tagged with "market update"

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March Market Recap – How Important are Dividends?


Here is a recap of market performance for the month of March and year-to-date. Stocks increased during the month of March, with US large cap and international stocks leading the way. US small stocks were positive, but lagged for the month. Year to date, small cap is the clear leader, while large cap and international have also posted impressive returns. Bonds continued to struggle for both the month and the year, having negative returns over both timeframes.

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December Market Update


We hope you are doing well. Here is a recap of market performance for the month of December, and 2020 year-to-date. Stocks had another positive month in December. US small cap outperformed large cap and international stocks, which were also positive. Bonds were relatively unchanged. As you can see from the table above, all four of the major benchmarks we track had solid returns for 2020, despite high levels of volatility at the beginning of the year.

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Your Weekly Market Update - June 5


Stocks rallied this week, continuing their strong advance since the most-recent low on March 23rd. While we have seen improvement and progress regarding COVID-19, much of this rally happened before these positive developments. This rally has also

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May Market Insight


Stocks continued to rebound strongly in May, led by the Russell 2000 (US small company stocks). The S&P 500 and the MSCI World Ex-US (international stocks) were also up to a lesser extent. The Bloomberg Barclays Aggregate Bond index was slightly up as well.

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November 2019 Market Insight


What happened in November? U.S. stocks continued to have positive returns. Large cap stocks, measured by the S&P 500 were up 3.63% in November. Small stocks, measured by the Russell 2000 were up 4.12%. International stocks, measured by the...

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October 2019 Market Insight


The so-called “Great Recession” ended more than 10 years ago. Since then, the U.S. economy has been in the longest recorded expansion in history. But good times don’t last forever. Because you’ve probably been hearing a number

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Another Interest Rate Drop and Progress in U.S.-China Trade (for Now)


Many investors recouped losses from August thanks to perceived progress in the U.S.-China trade saga and the Federal Reserve dropping their short-term interest rate another 0.25% to 2.00%. While investor sentiment waxed and waned...

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The Trade War Drags on and the Yield Curve Inverts


August was a mixed bag of emotions as volatility spiked in the market, fueled by trade war escalations (and de-escalations), global growth concerns, and the infamous yield curve officially inverting for the first time since 2007.

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July 2019 Market Recap

August 1, 2019

Those who followed the adage “sell in May and go away” might be kicking themselves now. Markets continued to power up in July, supported by positive Fed expectations, a decent start to the earning season, and relative improvements in

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Keywords: market update