First-hand examples of communications we send directly to clients sharing our pulse on the markets.
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
Q4 2020 Market Results The fourth quarter of 2020 proved a good one for both U.S. and global markets. The S&P 500 was up an impressive 12.15% for the quarter, hitting new all-time highs in December. International was up an even more impressive 16.02% and Emerging markets up an even better 19.70%. Bonds were up