Apr 8, 2022 | Quarterly Reviews
2022 First Quarter Review and Outlook The S&P 500 finished the first quarter of 2022 down 4.67%. It was a volatile first quarter and on March 8th the S&P 500 was down 12.6% for the year. The negative returns were driven by high inflation (7.9% in February) and...
Jan 10, 2022 | Quarterly Reviews
2021 Review and 2022 Outlook Keep an Eye on Inflation and Federal Reserve Policy It was another great year of returns for most equity indexes. In 2021, the S&P 500 index returned 28.71%. This return was powered by an accommodative Federal Reserve, a...
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...
