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One of the most difficult exercises for long term investors is staying the course in the face of sizable market declines. Owen wrote an excellent article just last month on the market’s activity since the beginning of the year and we’ve seen further declines since then. Times like this really … Read more »
2022 has been a far cry from the positive and mostly smooth market of recent years. A sudden negative shift in January has accelerated downward as the year has progressed. The S&P 500 has officially entered a “bear market,” which means it crossed the -20% threshold from its January high. … Read more »
Following 2021, which delivered impressive gains and calm markets, 2022 has been turbulent and mostly negative. The market was very volatile in the first quarter and losses have been widespread. The market began the year with a decline of ‐5.2% for the S&P 500 in January. In February, the index … Read more »
2022 has gotten off to a very rocky start. January saw markets decline in reaction to a cocktail of concerns, namely the fast-spreading Omicron variant of COVID, rising inflation, and a much more hawkish shift in policy expectations from the Fed. The COVID concerns have diminished quite a bit, but … Read more »
Outlook The quarter began with the S&P 500 returning 7.0% for the month of October. November began positive, but a mid‐month reversal saw the index fall ‐0.7% for the month. Then, in what has become a normal seesaw fashion, the market reversed again in December, rising 4.5% and capping off … Read more »
Outlook The quarter began strong with the continuation of the torrid market rally that began last spring. July posted a positive return for the S&P 500 of 2.4%. August followed with an even stronger 3.0% gain. September, however, saw the first decline for the index since January with a decline … Read more »
Outlook The second quarter continued the terrific rally that began over a year ago. As COVID-19 cases and deaths continue to plummet, the reopening of the economy and rapid return to normal shows no signs of slowing. For the year, the S&P 500 has gained 15.3%, adding to last year’s … Read more »
Outlook The first quarter saw the market continue its recovery rally from the March 2020 lows, although the pace was more moderate than in the fourth quarter. January saw an early rally fade and retreat, with a monthly loss of –1.0%. In February and March, the market found its footing … Read more »
Outlook The fourth quarter accelerated the market rebound that began in the spring, even as the COVID‐19 crisis worsened and we held one of the most contentious Presidential elections in recent history. For the year, the S&P 500 increased an impressive 18.4%. A fantastic performance in any year, but especially … Read more »
With Election Day fast approaching, we want to remind our clients again that while there may be some volatile trading around the election, it’s anybody’s guess what will happen and what the market will do in the short-run. 2020 has been a year to remember and what a year it’s … Read more »
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