Articles, News, and Related Information

A Very Solid Third Quarter

Global equity markets continued their rebound from earlier this year, despite struggling in the final month of the quarter. By the time the third quarter closed, investors saw that:

  • The DJIA ended the third quarter up 7.6%
  • The S&P 500 ended the third quarter up 8.5%
  • ...

A Record-Setting Quarter

Global equity markets continued their rebound from the dismal first quarter of 2020 and by the time the second quarter closed, the major U.S. indices had marched to record quarterly gains, including:

  • The DJIA recording its best quarter since the first quarter of 1987, wi...
 2020 Q1 Quarterly Market Commentary

Markets Close First Quarter of 2020 by Rewriting the Record Books

The first quarter of 2020 is over and investors are glad that it’s in the rear-view mirror. Remember when your parents said, “if you can’t say anything nice about so and so, don’t say anything at all?” It was that kind of quarter.

 2019 Yearly Market Review

Stock markets in the U.S. and around the globe turned in a fantastic 2019, driven by U.S. equities, specifically large-cap U.S. equities. And along the way, 2019 brought plenty of records, including:

  • Record Highs. As the S&P 500 climbed consistently throughout the year, it also recorded 34 new r...
2019 Q3 Quarterly Market Commentary

The U.S. stock market indices increased modestly in the third quarter, propelling the S&P 500 and the DJIA to their best three-quarter starts to the year since 1997 and NASDAQ to its best three-quarter start since 2013 – all while further extending what is the longest bull market on record.

The br...

 Quarterly Market Commentary Q2 2019

Markets Continue to Set Records in the Second Quarter of 2019

Stock markets in the U.S. and mostly around the globe turned in a good second quarter, which when combined with a good first quarter, created fantastic YTD returns for investors. In fact, the returns were historic, especially for the la...