November 13, 2023
Milestones To Retirement Checklist
October Market Recap & Current Events Impact on Investments
In October, financial markets continued lower. US small cap stocks declined the most, followed by international stocks.
November 1, 2023
September Market Recap & Interest Rate Impacts
In September, markets went down. US stocks declined the most, followed by international stocks. Bonds also lost money. For the calendar year, US large cap
October 2, 2023
September 6, 2023
August Market Recap & Minding the Gap
In August, markets declined, with US small caps the worst offenders. Large caps, international stocks, and bonds also went down. For the calendar year, large
September 1, 2023
July Market Recap & Starting with Why
July Market Recap In July, stocks continued to rally. While US small caps led, large caps and international stocks also had attractive returns, while bonds
August 1, 2023
June Market Recap & Two Factors to Consider
In June, stocks rallied. While US small caps led, large caps, and international stocks also had attractive returns, while bonds slightly declined. For the calendar
July 5, 2023
