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 a bit less at 9.80%. Emerging Markets were also up strongly at 18.12% for the quarter. Intermediate bonds were
2026 Q1 Market Results The first quarter of 2026 wasn’t a good one for investors. The S&P 500 was down -4.33% for the quarter, and international stocks were down a bit less at -1.87%. Emerging Markets were up a surprising +3.86% for the quarter. Intermediate bonds were down slightly at -0.05%. Short Treasuries were up
Q3-2025 Market Results Another good quarter for the markets. The S&P 500, our preferred measure of U.S. stock markets, was up +8.12% for the quarter, and 14.83% year to date (YTD). International markets were up, but again were lower than U.S. markets at +4.08% for the quarter, but a very strong +22.51% YTD. Emerging Markets
Q2-2025 Market Results A much better quarter for the markets compared to last quarter. The S&P 500, our preferred measure of U.S. stock markets, was up +10.94% for the quarter, but only +6.2% year to date (YTD). International markets were up, but unlike last quarter, were lower than U.S. markets at +10.13% for the quarter,
Q1-2025 Market Results 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 for International
Q4-2024 Market Results Another decent quarter for the U.S. markets and another very good year. 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 markets were also
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
Political Turbulence in the U.S. Election On July 21, 2024, President Joe Biden dropped out of the Presidential election race culminating this coming November. At the same time, he gave his full support and endorsement to his Vice President, Kamala Harris, to fill his spot at the top of the election ticket. The announcement was
Q2-2024 Market Results It was another decent quarter for the stock market. The S&P 500 was up +3.71%, a good result after last quarter’s strong return. International markets were down -1.48%. Emerging markets were up a decent +4.13%. Bonds were up very slightly for the quarter, coming in at +0.07%. Short treasuries were up nicely,
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
