Market Health Report – 3rd Quarter 2020

3rd Quarter 2020 Key Takeaways Despite some choppiness in September, the S&P 500 Index rose 8.9% in the quarter and has recovered all its losses for the year. Without the FANMAG stocks (Facebook, Amazon, Netflix, Microsoft, Apple, and Google/Alphabet), the S&P 500 would still be losing 3.6% for the year. The FANMAG stocks were up […]

Market Health Report – 2nd Quarter 2020

A couple of quotes from our previous report: “Crazy times, unprecedented times, and you are prepared: You just witnessed the fastest 30% decline from a recent high on record for the S&P 500 – in only 30 days. We have experienced historic volatility. No one likes bear markets and red flashing across the screen, but […]

Market Health Report – 1st Quarter 2020

1st Quarter 2020 Key Takeaways Crazy times, unprecedented times, and you are prepared: You just witnessed the fastest 30% decline from a recent high on record for the S&P 500 – in only 30 days. We have experienced historic volatility. No one likes bear markets and red flashing across the screens, but we have prepared […]

Market Health Report – 4th Quarter 2019

2019 Key Takeaways Larger-cap U.S. stocks were once again at the top of the leader board among global investments. The S&P 500 Index posted gains in every quarter to end the year at an all-time high. Its 31% total return was its second-best year since 1997. (It was up 32% in 2013.) Smaller-cap U.S. stocks […]

Market Health Report – 3rd Quarter 2019

Third Quarter 2019 Key Takeaways The third quarter of 2019 was a choppy one for financial markets as investors continued to weigh the overall health of the global economy. Uncertainties included the ongoing trade war with China, a drone attack on Saudi Arabia’s oil fields, the seemingly never-ending Brexit negotiations, and – as September wrapped […]

Market Health Report – 2nd Quarter 2019

Second Quarter 2019 Key Takeaways The first half of 2019 saw robust gains across most types of investment styles, but it certainly wasn’t a smooth ride. Global stock markets got a jump start on the year thanks to progress in US-China trade negotiations and a newly “patient” Fed, but an abrupt breakdown in the trade […]

Market Health Report – 1st Quarter 2019

First Quarter 2019 Key Takeaways Bada Bing / Bada Boom – Ying / Yang – No matter how you want to describe the 1st Quarter of 2019, it was a remarkable positive U-turn of events. After posting their worst December since 1931, U.S. stocks surged to their best January since 1987, followed by further gains […]