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 [...]
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, [...]
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 [...]
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!
What History Tells Us About US Presidential Elections and the Market
It’s natural for investors to seek a connection between who wins the White House and which way stocks will go. But a look at history underscores that shareholders are investing in companies, not a political party.
How Much Impact Does the President Have on Stocks?
Click HERE to download this interactive exhibit that examines market and economic data for nearly 100 years of US presidential terms.
