2025 4th Quarter Wealth Management
Markets At A Glance U.S. equity markets closed out 2025 with continued momentum, with double-digit returns for the eighth time in the past 10 calendar years. Large-cap stocks, particularly technology and AI-related companies, remained the primary drivers of returns,...
2025 3rd Quarter Investment Management
Major U.S. Stock Indices Technology continued to reshape the investment landscape, while consumers displayed impressive stamina, helping push the S&P 500 and Nasdaq to fresh highs — driven by the “Magnificent 7” tech giants, which now account for roughly 35% of...
2025 2nd Quarter Investment Management
March Winds and April Showers Bring Forth May Flowers The S&P 500 was up 6.15% in May and followed that with an increase of 5.1% in June, close to its all-time high. It ended the quarter up 10.94% and 6.20% for the first two quarters of 2025. Big is still better,...
2025 1st Quarter Investment Management
Celebrating Our Team We're thrilled to announce two impressive achievements within our team this quarter! These achievements represent exciting new chapters in their professional journeys. We are fortunate to have them on our team.Congratulations to Kim on her...
2024 4th Quarter Investment Management
Stocks: Long term Investors Come out on Top It has been a wonderful two-year stretch for U.S. stocks. The S&P 500 index just delivered the best two-year calendar stretch since 1998. The index returned 25.02% in 2024, following a 26.29% advance in 2023. The key is...
2023 3rd Quarter Investment Management
Fall Into Fall First negative quarter of stock returns in 2023. S & P 500 index down 3.27% in Q3, but up 13.07% in the first three quarters of 2023. Russell 2000 small cap index declined 5.13% in Q3, but up 5.24% through the first three...
2024 2nd Quarter Investment Management
End of the Year S&P 500 rose by 4%, YTD 15.3% Nasdaq 100 tacked on 8.1%, YTD 17.5% Dow Jones Industrial Average dropped by 1.3%, YTD 4.8% Bloomberg U.S. Aggregate Bond Index up 0.1%, YTD 0.7% The Market It was mostly steady gains on Wall...
2024 1st Quarter Investment Management
Market Scorecard S&P 500 rose by 10.6% Nasdaq 100 tacked on 2.9% Dow Jones Industrial Average increased by 1.97% Bloomberg U.S. Aggregate Bond Index down 0.8% The Fed and Interest Rates As expected, the Fed left rates unchanged at the...
2023 2nd Quarter Investment Management
Surf's up! Third consecutive quarter of positive stock gains. S & P 500 index up 8.7% in Q2 and 16.9% in the first two quarters of 2023. Russell 2000 small cap index up 5.2% in Q2 and 8.1% through the first two quarters of 2023. International...
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