NEWSLETTERS
Happy New Year 2024 dawned with the energy of 2023 s end of year market rally burning hot and we re letting it fuel our focus as we look forward to a year that promises to keep us on our
Market Review In 2023 thus far the stock market has been on an upward trajectory with the S amp P 500 increasing by 16 9 the NASDAQ increasing by an impressive 39 4 marking its best start to the year
2022 Recap 2022 was a rough year for asset classes across the board US equities as measured by the S amp P 500 ended the year 18 1 and international equities as measured by MSCI EAFE did not fare much
Market Update 2022 has been an odd year Both stocks and bonds are negative year to date Since 2000 the correlation between US equities and US Treasuries has been consistently negative 1 which means that when one has gone up
Market Review If you recall from our Q1 2022 newsletter our economy has been experiencing booming demand supply chain interruptions an ensuing Russia Ukraine war and rising interest rates all of which have contributed to notable market volatility Well the
Market Review The first quarter of 2022 was surprisingly volatile for the markets with the S amp P 500 dropping 10 before rallying to end the quarter at minus 4 6 and bonds unusually declining by 5 9 Safety was
Market Review The year 2021 saw uncommonly high returns for stocks and some surprisingly negative returns as well International stocks rose by 11 3 the S amp P 500 appreciated by 28 7 and US growth stocks grew a blistering
Market Review Overall the markets remained relatively flat or even slightly positive heading into September However volatility picked up once Congress got back in session September was a negative month bringing the S amp P 500 + 58 and the
Market Update The markets across the board ended positive for the quarter bringing the year to date figures to staggering levels Many would argue the positive half year figures would make for great one year returns So do we say
Q1 2021 in Review There appears to be light ahead in the tunnel Since the vaccines have been made available through the US millions of Americans per day are getting vaccinated About 40 of Americans have received at least one
