2026 2nd Quarter Wealth Management Newsletter
MARKETS AT A GLANCE The S&P 500 and Russell 2000 indices posted their strongest quarterly gains, 15.2% and 21.5% respectively, since Q2 of 2020. While the S&P 500 index is up 10.2% year-to-date, it is actually less expensive than it was at the start of the year. The explanation is straightforward. Corporate profits have topped […]
2026 1st Quarter Wealth Management
Markets At A Glance The first quarter of 2026 began with momentum but ended with increased uncertainty and volatility. January largely extended the strength we saw throughout 2025, with major indices pushing to or near record highs, driven in large part by continued enthusiasm around large-cap technology and AI-related companies. As the quarter progressed, however, […]
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 the S&P index. Encouragingly, the rally stretched beyond the familiar tech giants. Small and mid-cap […]
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, as the small cap […]
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 well-deserved promotion to Senior Client Service Associate—her dedication to our clients and exceptional operational skills have […]
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 to stay invested. Through all the headlines, the interest […]
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 quarters. International index, MSCI EAFE, […]
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 Street last quarter, with record highs achieved […]
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 last policy meeting. According to Fed Chairman Powell, the Fed will […]
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 index, MSCI EAFE, up 3.2% in […]