SUMMARY U.S. stocks rose sharply in the second quarter. The Dow Jones Index was up 4% to 34,355 and is up 4.9% year to date. The S&P 500 was up 8.7% to 4,449 and is up 16.9% year to date, Continue Reading
1st Quarter 2023 Quarterly Update
Summary Similar to the fourth quarter of 2022, U.S. stocks, as represented by the S&P 500 Index, advanced by 7.5% in the first quarter of 2023. Growth-heavy sectors like Tech and Communication Continue Reading
4th Quarter 2022 Quarterly Update
Summary After three consecutive quarterly declines, U.S. stocks moved higher in Q4 but underperformed their international peers. Investors favored value- and cyclical-oriented segments of the market, Continue Reading
3rd Quarter 2022 Quarterly Update
Market Facts TIME IN THE STOCK MARKET - If you selected any single month at random to invest in the S&P 500 during the 30-years ending 6/30/2022, you achieved a positive total return 67% of the Continue Reading