Market Recap – April ’22

April was another volatile month in financial markets. All asset classes declined, with bonds down the least. International stocks outperformed other stocks, but not by much. So far this year, both bonds and stocks have decreased, and including April’s declines, stocks have gone down more than bonds.

Market Recap – March ’22

March was a volatile month with mixed results for financial markets. US large cap stocks outperformed, while small cap and international stocks also increased. Bonds, however, continued to decline. So far this year, all markets have declined, with bonds and stocks down similar amounts.

Market Recap – February ’22

February was another weak month for financial markets. US small cap stocks were the only category to make gains. US large cap stocks declined the most, while bonds and international stocks also lost value. So far this year, all four categories are down, but international stocks and bonds have outperformed.

Market Recap – January ’22

Financial markets have struggled out of the gate this year. US small cap stocks fared the worst; US large cap and international stocks also lost ground. Bonds have also declined, but are the best performer, relatively speaking.

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.

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.

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

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.

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…