Insights

Historically, September is a difficult month for stocks.  Market started to anticipate this by flattening out in mid-August, but positive interest rate news sent the market soaring again after Labor Day.

The second quarter came in like a shark and went out like a kitten.  The first six trading days of the quarter were wracked with tariff fears and selling, then we got the policy reversal, and then investors increasingly traded stable assets for those that had more upside potential.

Of Pianos, Mattresses, and Light Switches - Why it is Especially Challenging to Manage Assets in this Environment

Summary With dividends reinvested, the S&P 500 gained close to 25% in 2024, but only 2.4% [1]  of that came in the final three months. ...

Trademark Blog Post – December 11, 2024: The U.S. stock market surged after the November election.  Investors remembered that in the...

Summary The S&P 500 gained 4.3% last quarter, and 15.3% in the first half of the year[1].  That is the good news.  The bad news was that...

Summary Sometimes a quarter passes and nothing much happens.  Other times, so much happens in a quarter that it seems like a full year. ...

Summary The stock market shrugged off several attempts at a broad sell-off last quarter to eventually end up about 11% higher.  Both...

Summary While it is technically true that the S&P 500 stock index added 0.58% in the third quarter, it really didn’t feel that way. ...

Summary Stocks maintained their strong advance in 2021 by adding another 8.55% last quarter.  Technology, Energy, and Real Estate led...

Summary The stock market’s recovery continued in the first quarter of 2021 as all major categories of stocks made new highs.  For the...

Summary The stock market’s recovery from the COVID-influenced market sell-off in March accelerated last quarter as multiple...

Summary The U.S. stock market gained 8.9%<1> last quarter as investors gained confidence that the worst of the COVID 19 crisis was...

SUMMARY It probably comes as a surprise to no one, but the first quarter of 2020 was the worst first quarter in modern market history. ...

Summary Stocks had a rough quarter worldwide.  In fact, 2018’s poor performance has raised the question as to whether or not the...

Summary Stocks rebounded last quarter - at least here in the U.S.  Trade war fears drove up the value of the dollar on the idea that...

Summary The stock market’s long quarterly winning streak ended in the first quarter, but the loss was less than one percent.  Probably...

Summary There is really nothing negative one can say about 2017 in terms of the stock market.  Returns were great almost anywhere one...

Summary The stock rally continued into summer as the S&P 500 tacked on 4.48% in the third quarter.<1>  That brings the year-to-date gain...

Summary U.S. stocks rose for the seventh consecutive quarter.  The S&P 500 stock index added another 3.09%, bringing its year-to-date...