Oct 1, 2024 Market Commentary 3RD QUARTER 2024 Summary During the third quarter the U.S. equity markets continued to move higher. The Dow Jones Industrial Average led the way gaining 8.7%, the S&P 500 rose 5.9%, while the Nasdaq managed to add 2.8%. Despite the seemingly endless negative media coverage, the overall economy... Read More
Jul 1, 2024 Market Commentary 2ND QUARTER 2024 SUMMARY After a small pullback in April, U.S. stocks resumed their moved higher. The Nasdaq led the way gaining 8.5%, the S&P 500 rose 4.3%, while the Dow trailed declining 1.6% during the quarter... Read More
Apr 1, 2024 Market Commentary 1ST QUARTER 2024 SUMMARY US stocks continued their rally into the first quarter of 2024. The Dow Jones Industrial Average climbed 6.1%, the Nasdaq Composite rose 9.3%, and S&P 500 led the way returning 10.6%... Read More
Jan 2, 2024 Market Commentary 4TH QUARTER 2023 SUMMARY US stocks rallied during the fourth quarter of 2023 following the weakness of the prior few months. The Dow Jones Industrial Average jumped 13.1%, the S&P 500 climbed 11.7%... Read More
Oct 1, 2023 Market Commentary 3RD QUARTER 2023 SUMMARY The equity markets appeared to have gotten ahead of themselves earlier in the year and gave back some gains during the quarter. While there are always numerous factors at play, the jump in long-term interest rates appears to have weighed heavily on the recent performance. Read More
Jul 1, 2023 Investment Market Commentary 2ND QUARTER SUMMARY During the 2nd quarter, the optimism that had appeared earlier in the year continued as inflation numbers once again declined, corporate earnings were ok, and the Fed appeared to indicate that one or two more rate hikes might be enough... Read More