U.S. Performance Dashboard – July 2021

U.S. equities generally managed to end July in positive territory, with the S&P 500® posting a gain of 2%, despite concerns about slowing economic growth, the possible impact of the COVID "delta variant", and rising inflation. Mid-caps posted slight gains, with the S&P MidCap 400® up 0.3%, and small-caps declined, as the S&P SmallCap 600® fell 2%. Volatility rose, with the VIX closing at 18.24. Most factors posted gains, with the unlikely combination of Growth and [...]

August 2nd, 2021|

Taxes and Retirement – What is Important to Consider

You’ve figured out your budget, your retirement nest egg is substantial, and you’re ready to make the transition to living on income from savings instead of income from work. But have you thought through the tax implications? It’s very common for tax planning to be overlooked, under the assumption that you’ll be in a lower tax bracket and Social Security payments aren’t fully taxed. In fact, a recent study found that 57% of Americans rarely [...]

July 22nd, 2021|

2021 Financial Wellness: Mid Year Check-In

July marks the mid-point of the year. With kids out of school and the prospect of real, not-in-the-backyard vacation this year, it can be easy to put off thinking about some of the things you need to do consistently to keep your entire financial picture in focus. Below are a few things you should be thinking about as we head into the second half of the year. We’ve organized them by life-stage, from having small [...]

July 8th, 2021|

U.S. Performance Dashboard – June 2021

U.S. equities ended Q2 with strength, with the S&P 500® posting a gain of 9%, despite inflation concerns and uncertainty over the future course of the Fed's stimulus efforts. In a reversal from Q1, mid- and small-caps underperformed, with the S&P MidCap 400® and S&P SmallCap 600® up 4% and 5%, respectively. Volatility declined, with the VIX closing at 15.83. All factors posted gains, with Momentum in the lead, after its disappointing performance in Q1. In another reversal, [...]

July 1st, 2021|

US Equity Performance Dashboard – November 2020

A major reversal in the U.S. markets occurred in November, thanks to promising developments on COVID-19 vaccines along with a putatively benign outcome of the Presidential and Congressional elections. The S&P 500® gained 11%, its best performance since April, while smaller caps outperformed, with the S&P MidCap 400® and the S&P SmallCap 600® rising 14% and 18%, respectively. Volatility declined, as VIX® closed the month at 20.57. All factor indices gained, as High Beta and Enhanced Value strategies topped [...]

December 2nd, 2020|

Quarterly Market Review – Q3 2020

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. Click HERE to download this quarter’s breakdown!

October 7th, 2020|