2Q21 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Market... Read More →
Q1 2021 Market Commentary
Q1 Market Commentary – April 26, 2021 The pandemic has sparked many changes that will be long-lasting. It seems likely that we will Zoom more than we conference call from now on, we will continue to get more stuff delivered,... Read More →
1Q21 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Market... Read More →
2020 Year-End Market Review Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: TABLE OF CONTENTS: Market Summary World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Country Performance Select Currency Performance... Read More →
Q3 2020 Market Review Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Market... Read More →
Q2 2020 Market Review Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Market... Read More →
Market Recovery vs. the Headlines
Market Recovery vs. the Headlines May 12, 2020 Current headlines are announcing that the economic situation is worsening by the day (Monday, May 11th example on CNN: “The Economy is Plummeting”). On Friday, the April jobs report indicated that the... Read More →
Recovery Periods Following Major Market Declines
Recovery Periods Following Major Market Declines March 27, 2020 Long-term investors always have eventually been rewarded for riding out the bad times, even though every bear market looks and feels a little different. In the chart below, we look at... Read More →
Staying Invested During Times of Volatility
Staying Invested During Times of Volatility March 16, 2020 From the peak of the market through the market’s close on Friday March 13th, the S&P 500 has fallen nearly 20%. This week it has continued to decline further. “Social Distancing,”... Read More →
Bond Funds or Individual Bonds?
When it comes to investing in bonds, most of us have two options – we can buy bond funds or we can buy individual bonds. There are advantages and disadvantages to each approach and investors should evaluate which is right... Read More →