Apr 7, 2023 | Quarterly Reviews
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...
Jan 11, 2023 | Quarterly Reviews
2022 Review and 2023 Outlook The S&P 500 Index did rally in the fourth quarter gaining 7.56% but still finished the year down 18.11%. The last year with a negative return for the S&P 500 was 2018 (down 4.38%). The last year with a double-digit negative return...
