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1st Quarter 2023 Market Summary

Apr 3, 2023 | Articles & News, Investments, Market Summary, Retirement Planning

The Markets (first quarter through March 31, 2023) Wall Street proved resilient during the first quarter of the year, despite rising inflation, uncertainty about the Federal Reserve’s actions, interest-rate hikes, and banking concerns. Inflationary data in...

2022 Market Review

Jan 3, 2023 | Articles & News, Investments, Market Summary, Retirement Planning

Overview The year 2022 may best be described by one word: inflation. The economies of the United States and the world were influenced by rising inflation, its causes, and the policies aimed at curtailing it. While inflationary pressures began to mount in 2021, they...

3rd Quarter 2022 Market Summary

Oct 3, 2022 | Articles & News, Investments, Market Summary, Retirement Planning

The ramifications of stamping down rising inflation dominated the markets in the third quarter. Investors weighed the balance between an aggressive government policy aimed at curbing price pressures against the possibility of those very policies leading to an economic...

2nd Quarter 2022 Market Summary

Jul 1, 2022 | Articles & News, Investments, Market Summary, Retirement Planning

For the first time since 2015, each of the benchmark indexes lost value for two consecutive quarters. They also posted losses for June, marking three consecutive down months for the tech-heavy Nasdaq, its longest losing streak since 2015. Investors watched for signs...

1st Quarter 2022 Market Summary

Apr 1, 2022 | Articles & News, Investments, Market Summary, Retirement Planning

Wall Street dealt with several major issues in the first quarter of 2022. Investors had to evaluate the impact of rising inflation, higher interest rates, ongoing coronavirus concerns, and the Russia-Ukraine war. Each of the benchmark indexes listed here lost value by...

2021 Market Review

Jan 4, 2022 | Articles & News, Investments, Market Summary, Retirement Planning

Overview The year 2021 was one of extreme change. January saw the inauguration of President Joe Biden, but not before protesters sieged the United States Capitol. Despite the initial tumult, the year began with hope that increased availability of coronavirus...
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1st Quarter 2025 Market Summary

Apr 2, 2025

The Markets (first quarter through March 31, 2025) Wall Street got off to a good start to begin the first quarter of 2025 and continued to rally for much of the quarter. Several of the benchmark indexes reached record highs in January through mid-February. However,...

2024 Annual Market Review

Jan 6, 2025

The year 2024 was extraordinary for the economy and the markets. High interest rates, rising unemployment, turmoil in the Middle East, and the ongoing Russia/Ukraine war, were some of the many factors that should have signaled economic contraction and a downturn in...

3rd Quarter 2024 Market Summary

Oct 2, 2024

The Markets (third quarter through September 30, 2024) Wall Street got off to a good start to begin the third quarter of 2024 and continued to rally for much of the quarter. Investors spent the quarter watching inflation and economic data, trying to gauge whether the...

2nd Quarter 2024 Market Summary

Jul 1, 2024

Wall Street got off to a slow start to begin the second quarter of 2024. Stocks lagged for much of April, rebounded in May, and were choppy in June. Investors spent the quarter watching economic data, trying to gauge whether the Federal Reserve might lower interest...

1st Quarter 2024 Market Summary

Apr 1, 2024

The Markets (first quarter through March 29, 2024) Wall Street got off to a fast start to begin 2024. Investors were encouraged by strength in the economy, the likelihood of interest rate cuts, possibly beginning in June, and opportunities in artificial intelligence....

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