Oct 8, 2021 | Quarterly Reviews
2021 Third Quarter Review and Outlook In the third quarter the S&P 500 Index returned a modest .58%. The index is still up 15.92% in 2021 after a very strong first half of the year. Stocks lost momentum in September due to concerns over the Delta variant, rising...
Jul 9, 2021 | Quarterly Reviews
2021 First Half Quarter Review and Outlook In the second quarter of 2021, the S&P 500 returned 8.55% – setting an all-time high for the index. The strong returns were driven by Covid vaccinations, an opening of the economy leading to increased earnings and...
Apr 9, 2021 | Quarterly Reviews
2021 First Quarter Review and Outlook In the first quarter of 2021, the S&P 500 index returned 6.17% – setting an all-time high for the index. The strong returns were driven by the rapid vaccinations leading to expectations of 2021 GDP growth in the 4 to 5...
Jan 14, 2021 | Quarterly Reviews
2020 Review and 2021 Outlook It was another strong year of returns for most major asset classes. In 2020, the S&P 500 Index returned 18.40%. This return was generated despite a global pandemic that caused U.S. second quarter real gross domestic product to decrease...
Oct 2, 2020 | Quarterly Reviews
2020 Third Quarter Review and Outlook The third quarter was another strong quarter for the stock market. The S&P 500 Index returned 8.93% for the third quarter, although it ended the quarter on a sour note. The index was down in September, the first down month...
Jul 7, 2020 | Quarterly Reviews
2020 First Half Review and Outlook In a sign that the stock market is forward looking, the S&P 500 Index returned 20.54% in the second quarter. This large return happened despite an almost complete shutdown of the economy due to coronavirus and one of the sharpest...
