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...
2023 1st Quarter Investment Management
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...
2022 4th Quarter Review
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%...
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