Our market-focused newsletter provides a brief review of the previous quarter and an outlook of the coming quarter’s portfolio management strategy.
Q4-2024 Market Quarterly
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
Fall 2024 Market Quarterly
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
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
Summer 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,
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