Stay on top of the market
Every quarter we bring you timely insight on the economy and markets to help you on your path to and through retirement.
Stay on top of the market
Check here for quarterly market updates.
Quarterly Market Updates
Economic & Market Update | 1st Quarter Update 2025
1st Quarter 2025 Commentary – The S&P 500 struggled to recover after entering correction territory (a decline of 10% or more) in early March and finished down 4.6% for the quarter
Economic & Market Update | 4th Quarter 2024
4th Quarter 2024 Commentary & 2024 Outlook – Stocks rose over 23% in 2024, due to a resilient U.S. economy
Economic & Market Update | 3rd Quarter 2024
2nd Quarter 2024 Commentary – Stocks have been in a new bull market since October 2022 and have risen to all-time highs. During this period, the S&P 500 Index has risen 33% with most of the gains coming from big tech companies.
Economic & Market Update | 2nd Quarter 2024
2nd Quarter 2024 Commentary – Stocks have been in a new bull market since October 2022 and have risen to all-time highs. During this period, the S&P 500 Index has risen 33% with most of the gains coming from big tech companies.
Economic & Market Update | 1st Quarter 2024
1st Quarter 2024 Commentary & 2024 Outlook – Stocks have reached new all-time highs due to lower inflation and an acceleration of earnings. The economy and markets remained incredibly resilient in 2023, which has continued in the first quarter of 2024
Economic & Market Update | 4th Quarter 2023
Several troubling signs point to a recession ahead in the next year. With the Fed near the end of its rate hike cycle, we believe it’s a good time to start locking in attractive yields. Stocks may show further weakness from here, but as opportunities in AI become reality, it could be the green shoot the U.S. economy needs to avoid a serious downturn.
Economic & Market Update | September 2023
Several troubling signs point to a recession ahead in the next year. With the Fed near the end of its rate hike cycle, we believe it’s a good time to start locking in attractive yields. Stocks may show further weakness from here, but as opportunities in AI become reality, it could be the green shoot the U.S. economy needs to avoid a serious downturn.
Economic & Market Update | July 2023
Stocks continued to climb a wall of worry in the first half of 2023. The S&P 500 was up nearly 16% this year at the close of the second quarter, and the Dow Jones Industrial Average has climbed 3.8% this year, despite soft economic data, prominent bank failures, fears about the debt ceiling, and continued worries about an imminent recession.
Economic & Market Update | April 2023
Stocks rallied sharply to start the year as inflation subsided and investors grew increasingly confident that the Federal Reserve was nearly done raising interest rates.
Economic & Market Update | January 2023
2022 will go down in history as one of the worst years for both stocks and bonds ever
Economic & Market Update | July 2022
Stocks and bonds are having their worst 6-month start to a calendar year in decades.
Economic & Market Update | April 2022
The central concern, at least for Americans, is the current state of inflation and how our leaders plan to address it.
