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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...

3rd Quarter 2021 Market Summary

Oct 3, 2021 | Articles & News, Investments, Market Summary, Retirement Planning

Overall, the third quarter was a roller-coaster ride for the market. The Dow, the Russell 2000, the Nasdaq, and the Global Dow lost value, while the S&P 500 was able to eke out a quarterly gain. Treasury yields, the dollar, and crude oil prices ended the third...

2nd Quarter 2021 Market Summary

Jul 1, 2021 | Articles & News, Investments, Market Summary, Retirement Planning

The Markets (second quarter through June 30, 2021)The second quarter began with stocks making solid gains in April. COVID vaccines became available to more Americans. The federal government and several states pushed forward with reopening after relaxing many of...

1st Quarter 2021 Market Summary

Apr 1, 2021 | Articles & News, Investments, Market Summary, Retirement Planning

As we closed out 2020, the overwhelming sentiment entering January was that it couldn’t get much worse. Unfortunately, January did not start out on a high note. During the first week of the month, protesters stormed the United States Capitol, leading to...

2020 Market Review

Jan 5, 2021 | Articles & News, Investments, Market Summary, Retirement Planning

Over the past 12 months, we have endured a global pandemic resulting in numerous deaths and hospitalizations, mass layoffs, a sinking economy, and a contentious presidential election. Our lives and lifestyles changed, where working and learning from home became the...

3rd Quarter 2020 Market Summary

Oct 4, 2020 | Articles & News, Investments, Market Summary, Retirement Planning

July kicked off the third quarter with a bang as stocks surged throughout much of the month. Investors were encouraged by solid employment growth, a rise in personal income and consumer spending, a surge in the housing sector, and an increase in industrial production....
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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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