Category: Market Quarterly

Q2 2024 Market Quarterly

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,

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Spring 2024 Market Quarterly

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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Winter 2023 Market Quarterly

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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Fall 2023 Market Quarterly

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 +4.49% YTD. 

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Summer 2023 Market Quarterly

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 at -0.08%

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Spring 2023 Market Quarterly

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 and YTD. 

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Fall 2022 Market Quarterly

Goodbye Summer  Both Sandra and I are in agreement that this was one of the nicest summers we remember a while.  Here in CT we had a couple of nice heat waves, which made for great time at the pool.  Granted, not much rain, and our lawn got almost completely fried, but we’ll take that

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Summer 2022 Market Quarterly

Hello Summer!  While it has not been a particularly warm summer so far, it is still far better than mid-January.  Spring was also nice with enough rain to help get the flowers going, but not so much to be problematic.  Spring clean-up is done and we await the hotter summer weather.  We hope you all

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Spring 2022 Market Quarterly

Spring Soon?  After what seemed a long winter, we are now starting to see signs of the coming of spring. Temperatures here in CT haven’t been very warm, but warmer than in January. We are just starting our spring clean-up and getting ready for the nicer weather. We are excited for that. I hope you

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Fall 2021 Market Quarterly

Goodbye Summer – Well, we’re getting toward that time of year when, while we might still have some nice weather days, we need to say goodbye to summer.  Not the best summer weather-wise, with a cold start in May and June, a near washout of rain in July, and not enough hot weather in August

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