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Market Commentary 1st Quarter 2024

For the three-month period ending March 31st, the S&P 500 Total Return Index increased 10.56% while the Bloomberg U.S. Aggregate Intermediate Bond Index decreased 0.42%. The U.S. economy continued to show great resilience, with corporate earnings, employment, and...

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Market Commentary 4th Quarter 2023

Market Commentary Fourth Quarter 2023 For the three months ending December 31st, the S&P 500 Total Return Index increased 11.69%, while the Bloomberg U.S. Aggregate Intermediate Bond Index increased 5.50%. For the year, the S&P 500 Total Return Index finished...

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Market Commentary 3rd Quarter 2023

Third Quarter 2023 Economic Review For the three-month period ending September 30th, the S&P 500 Total Return Index decreased 5.4% while the Bloomberg U.S. Aggregate Intermediate Bond Index fell 1.9%; for the year, the S&P 500 Total Return Index is up 13.0%...

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Market Commentary 2nd Quarter 2023

Second Quarter 2023 Economic Review For the three-month period ending June 30ᵗʰ, the S&P 500 Total Return Index increased 8.7% while the Bloomberg U.S. Aggregate Intermediate Bond Index fell 0.7%. Year to date, the S&P 500 Total Return Index is up 16.9% and...

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Market Commentary 1st QTR 2023

For the three-month period, the S&P 500 Total Return Index increased 7.5% while the Bloomberg U.S. Aggregate Intermediate Bond Index rose 2.4%. After a difficult 2022, most financial markets recovered in the first three months of 2023. It might be more accurate to...

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Market Commentary 4th QTR 2022

The S&P 500 Total Return Index increased 7.6% for the quarter but finished down 18.1% for the year. The Bloomberg U.S. Aggregate Intermediate Bond Index increased 1.9% during this period and finished down 13.0% for 2022. The yield on the 10-year Treasury remained...

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Market Commentary 3rd QTR 2022

The S&P 500 Total Return Index fell 4.9% for the quarter and is down 23.9% for the year. The Barclays U.S. Aggregate Bond Composite Index fell 3.8% during this period and is down 11.0% for 2022.  This is the first time since 1976 that both stocks and bonds have...

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Market Commentary 2nd QTR 2022

During the period, the S&P 500 Total Return Index fell 16.10% for the quarter and is down 19.96% for the year. The Barclays U.S. Aggregate Bond Composite Index fell 2.93%% during this period and is down 7.48% for 2022. The 10Y finished the quarter at 2.97%, up from...

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Q1 2022 Market Update

During the period, the Dow Jones Industrial Average returned -4.57%, the S&P 500 returned -4.95%, the Russell 2000 returned -7.80% and the Nasdaq 100 returned -9.08%. The U.S. 10Y Treasury Yield ended the quarter at 2.338%. For the first time in two years, the...

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Market Commentary 1st QTR 2022

During the period, the Dow Jones Industrial Average returned -4.57%, the S&P 500 returned -4.95%, the Russell 2000 returned -7.80% and the Nasdaq 100 returned -9.08%. The U.S. 10Y Treasury Yield ended the quarter at 2.338%. For the first time in two years, the...

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