When it comes to managing wealth and investments, traditional asset classes like stocks, bonds, and cash have long been the staples of a well-rounded portfolio. While these assets provide a foundation for financial stability, the modern investor’s landscape...
2024 First Quarter Review and Outlook It was a strong first quarter for large-cap stocks as measured by the S&P 500 Index. The S&P 500 hit over 20 record highs and finished the quarter up 10.56%. The excellent returns were powered by a growing US economy and...
2023 Review and 2024 Outlook It was an excellent year for most equity indexes. In 2023, the S&P 500 Index returned 26.29% and finished near an all-time high. The strong returns were powered by a US economy that was able to avoid a recession. Lower inflation...
2023 Third Quarter Review and Outlook The S&P 500 finished the third quarter down –3.27% but is still up 13.07% for the year. The stock price decline was partly driven by investors’ changing expectations of future interest rates. The Consumer Price Index (CPI)...
2023 First Half Review and Outlook The S&P 500 continued to rally in the second quarter, led by technology and artificial intelligence stocks, gaining 8.74% and finishing the first half of the year up 16.89%. The strong returns were driven by a reduction in...
2023 First Quarter Review and 2023 Outlook The first quarter saw positive returns for most stocks and bonds. In the first quarter, the S&P 500 Index returned 7.50% and the Bloomberg U.S. Aggregate (Bond) Index returned 2.96%. The market experienced high volatility...
