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...

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...

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...

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...

Happy New Year!   The S&P 500 Index up by 7.5%. Russel 1000 Growth was up 14.4 % 5 Year government securities are yielding 3.57% 1 Year treasuries are yielding 4.59% The annual inflation rate inthe U.S. slowed to 5.4% and the unemployment rate remains at...

SUPERBOWL LVII The S&P 500 Index fell 18.1% and the US Aggregate Bond Index dropped 13% in 2022. Developed International and emerging markets declined by double digits in 2022. The Fed raised the federal funds rate seven times in 2022. Once by .25%, twice by .50%...

GREAT SEASON PADRES! The S&P 500 and US Aggregate Bond Indexes fell nearly 5% each in the third quarter. YTD, the indexes are down 24% and 15% respectively. The Fed raised the federal funds rate by 0.75%, bringing it to a range of 3%-3.25%. The consumer-price...

ALL STARS UNVEILED The S&P 500 fell over 16% in Q2. For the first 6-months of 2022 the index is down 20%. International equities, as measured by the MSCI EAFE, fell 15.4% in Q2 and 20.3% in the first half of 2022. Bonds dropped 4.7% in Q2 and over 10% for Q1 &...