Category: Client Letters

Client Letter – July 2026

Q2-2026 Market Results The second quarter of 2026 was a decent one for investors as most markets were up for the quarter. The S&P 500 was up 15.20% for the quarter, and International stocks were up slightly less at 9.80%. Emerging Markets were also up strongly at 18.12% for the quarter. Intermediate bonds were up

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Client Letter – April 2025

Q1-2025 Market Results It was a somewhat disappointing quarter for the U.S. markets. The S&P 500, our preferred measure of U.S. stock markets, was down -4.27% for the quarter. Interestingly, International markets were up +6.88% for the quarter, and Emerging Markets were up +2.98% for the quarter. Over the past decade, it has been unusual

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Client Letter – January 2025

Q4-2024 Market Results Another decent quarter for the U.S. markets and another very good year for the same. For the quarter the S&P 500 was up +2.41%, and up an impressive +25.02 for the year in total return. International markets were down -8.30% for the quarter and up a small +1.14% for the year. Emerging

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Client Letter – October 2024

Q3-2024 Market Results It was another good quarter for the stock market and client portfolios. For the quarter, the S&P 500 was up +5.89%, continuing its strong run this year. International markets were up even more for the quarter, at +6.57%. Emerging markets were up even more, at +7.78 %. Bonds were up an impressive

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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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