Oct 9, 2017 | Quarterly Reviews
2017 Third Quarter Review Save as PDF The strength of the stock market continued in the third quarter. The S&P 500 Index was up 4.48% for the quarter and 14.24% for the year. The strength in U.S. Large Cap as measured by the S&P 500 Index was driven by the...
Jul 3, 2017 | Quarterly Reviews
2017 First Half Review and Second Half Outlook Save as PDF The first half of the year continued the seven-year bull market for stocks with the S&P 500 up 9.17%. Virtue Asset Management continues to recommend over-weighting US Large Cap stocks versus US Mid Cap and...
Jan 2, 2017 | Quarterly Reviews
2016 Investment Review and 2017 Outlook Save as PDF The US Stock market showed surprising strength and velocity in the eighth year of the current bull market. The S&P 500 returned 11.96% in 2016. This strong performance was driven in part by a 4.98% increase in...
Jul 1, 2016 | Quarterly Reviews
First Half 2016: Investment Review & Outlook Save as PDF The first half of the year was volatile with the S&P 500 down 11.44% on February 11th and up 3.75% on June 8th. The double digit drop in February was fueled by lower oil prices and slower economic...
