1099 Worksheet
December Market Recap & Fourth Quarter Rallies
In December, financial markets continued higher. For the calendar year, all four investment categories produced gains.
January 2, 2024
November Market Recap & Weighing Pros and Cons
In November, financial markets surged higher. International stocks increased the most, followed by US large and small cap stocks.
December 1, 2023
November 13, 2023
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
