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Category: Client Letters

Client Letter – April 2024

Q1-2024 Market Results The recovery continues. The first quarter of 2024 was strong, especially as it relates to stock investments. For the quarter, the S&P 500 was up +11.17%, an impressive run after last quarter’s strong return. International markets were also up at +5.06% for the quarter. Emerging markets were up but less strong at

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Client Letter – January 2024

Barron Financial Group Keeps Growing We are very excited to tell our clients about recent changes we have had here at Barron Financial Group. To start, we have recently hired a new advisor, about whom we are very excited. His name is James Fisher, and he goes by James, which makes dealing with another Jim

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Client Letter – October 2023

Market Results The third quarter of 2023 was a bit of a disappointment from a market perspective.  Both stocks and bonds were down, in a quarter that felt more like 2022 than 2023.  The S&P 500 was down -3.27% for the quarter but remains up +13.07% YTD.  International markets were down -4.71% but are up

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Client Letter – July 2023

Market Results The second quarter of 2023 was another good one from a market perspective.  A clear turnaround from what we saw during 2022.  The S&P 500 was up a very strong +8.74% for the quarter and 16.89% YTD.  International markets were up +1.87% for the quarter and 9.66% YTD.  Emerging markets were down slightly

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Client Letter – April 2023

Market Results The first quarter of 2023 was a pleasant one compared to what we’ve been dealing with for the past year.  The S&P 500 was up +7.50% for the quarter and YTD.  International markets were up +7.65% for the quarter and YTD.  Emerging markets were up a bit less at +3.54% for the quarter

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Client Letter 2022 Q3

Q3 2022 Market Results The third quarter was another rough one for the markets.  The S&P 500 was down -4.88% and down -23.87% for the year.  The S&P 500 set a new YTD low on September 30.  International markets were down -9.33% for the quarter and down -26.96% YTD.  Emerging markets were down -11.42% and

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Client Letter 2022 Q2

Q2 2022 Market Results The second quarter was a rough one for the markets.  The S&P 500 was down -16.1% and down -19.96% for the year.  The most recent YTD low was on June 16.  International markets were down -14.29% for the quarter and down -19.25% YTD.  Emerging markets were down -11.92% and are down

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Client Letter 2022 Q1

Q1 2022 Market Results After a very strong 2021 (and 2020 and 2019) the market has pulled back since the start of 2022. After a very positive December the S&P 500 hit its all-time high on January 3, 2022, and then the retreat started. The market fell precipitously until late January, had a slight recovery

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Client Letter 2021 Q4

Q4 2021 Market Results The S&P 500 index was up strong in the fourth quarter.  Looking at a chart for the quarter, you see a brief pullback at the end of November and into December, then another brief pullback in mid-December, but up otherwise.   For the quarter the S&P 500 was up +11.03% making it

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