Quarterly Investment Reviews

We look back over the market in 3-month sections, and give you some insights that may be helpful. After all, the more informed you are, the easier it will be to achieve the best possible outcome for your situation.

Our client portfolios have benefited from diversification as a wide range of asset classes had positive returns for the quarter and many of the funds we hold performed fairly well. Notably, international stocks led large U.S. stocks, even with currencyREAD MORE

The S&P 500 Index of large U.S. companies gained 14% for the year. On the other hand, U.S. small company stocks dropped more than 13% from their summertime high through mid-October and ended the year up only 5%. Outside theREAD MORE

Global stock markets generally fell in the third quarter, although U.S. large company (large cap) stocks bucked the trend with the S&P 500 gaining 1.1%. Smaller company stocks were down 7.4%. Year to date, large cap stocks gained 8.3% versusREAD MORE

Despite a challenging first quarter and some decidedly mixed headlines during the second quarter, things have been looking up for investors. Stock markets looked to improving economic indications for guidance and shrugged off geopolitical concerns. Larger-cap U.S. stocks were upREAD MORE

The U.S. stock market rebounded from its January losses and hit record highs by the end of February with large company stocks pushing into positive territory for the year to date (up 1.0% through February’s end). Stocks of smaller companiesREAD MORE

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