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
Market & Economic Outlook | February 2021
Stocks have been on a tear since the election. From November 3rd through February 10th, stocks have risen 13.5%. That’s the best market performance by any first-term President going back to World War II, for this time frame.
Market & Economic Outlook | January 2021
The S&P 500 Index ended 2020 at an all-time high, gaining +16.3% for the calendar year. That is remarkable given the fact we went into a very deep recession earlier in the year.
Market & Economic Outlook | December 2020
November turned out to be the best performing month since April with the Index rising 10.8%. Investors shrugged off the spike in new Covid-19 cases, record deaths, and increased hospitalizations.
Market & Economic Outlook | November 2020
Stocks tanked in late October due to record Covid-19 cases and uncertainty surrounding the Presidential election. Surprisingly, stocks rallied sharply following the election as the market celebrated gridlock.
Market & Economic Outlook | October 2020
We officially kicked off a new bull market when stocks rallied sharply in July and August, propelling the S&P 500 Index to new all-time highs. Historically, when a new bull market begins, the S&P 500 Index rises on average 46% over the next 12 months.
Market & Economic Outlook | September 2020
As the U.S. economy continues to reopen, the Atlanta Fed is projecting GDP will grow +29.6% in the third quarter, with further strength expected in the 4th quarter.
Market & Economic Outlook | August 2020
Despite the economy suffering its worst quarterly GDP decline ever, down -9.5%, stocks are knocking on the door of new all-time highs. Many investors are concerned about the run-up in stock prices, but when you consider
Market & Economic Outlook | July 2020
Stocks finished the second quarter up 20% – its best quarter in over two decades! That’s remarkable considering business was brought to a standstill. In just a few months, we have witnessed a bear market, a recession, and subsequent recovery compressed in a short span of time.
Market & Economic Outlook | June 2020
While we think that stocks are still at risk for continued volatility, the economic news should gradually improve from here, and we may be on the precipice of a new bull market!
Market & Economic Outlook | May 2020
Following the fastest bear market on record (down 35% in 23 trading sessions), stocks turned in their best April in 82 years and their best monthly gain since 1987!
Market & Economic Update | April 2020
The coronavirus pandemic caused the fastest bear market ever – down 32% in just four weeks. Sheltering in place and social distancing will bend the curve of the virus, but it will also result in a recession, massive unemployment and economic hardship.
Market & Economic Update | March 2020
What’s going on in the market & economy? We are talking about what’s driving the markets, what’s driving the economy and as a result, what’s driving your portfolio! In the short-run, valuations are stretched, investors have become complacent, and sentiment has gotten overly positive – which could lead to a pullback.
