Barron Financial Group Market Quarterly

Our market-focused newsletter provides a brief review of the previous quarter and an outlook of the coming quarter’s portfolio management strategy.

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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