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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, which outperformed their growth peers by a considerable margin. U.S. bond yields, as represented by the Bloomberg U.S. Aggregate Bond Index, appear to have peaked as we approach the […]

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 time. If you extend your investment time horizon to just 1 year, you achieved a positive total return 83% […]

Market Facts DOG DAYS OF SUMMER – The summer months of June-July-August are ranked 9th, 5th and 11th in terms of S&P 500 performance over the last 30 years, i.e., 1992-2021. WHAT DOES A TYPICAL BEAR MARKET LOOK LIKE? – On average, bear markets last about 13 months and fall about 34%. But those that […]