First-hand examples of communications we send directly to clients sharing our pulse on the markets.
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
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
Q3 2021 Market Results The stock market was mixed in the third quarter. It started strong, and except for a short pullback in mid-July stayed strong through the end of August. September on the other hand was just the opposite with a continued drawdown over the course of the month. For the quarter the S&P
Q2 2021 Market Results The stock market has continued its positive momentum with June 30 hitting a new record high for the S&P 500. For the quarter the S&P 500 was up 8.55% making it 15.25% for the year so far. International markets were up 5.17% for the quarter and are up 8.83% for the
Q1 2021 Market Results The first quarter of 2021 proved to be another good one for both U.S. and global markets. The S&P 500 was up +6.17% hitting new all-time highs in March. International equities were up a still respectable +3.48% and Emerging markets were up slightly less at +2.29%. Bonds were down -3.37% as