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Monthly Commentary

QUARTERLY MARKET REVIEW: APRIL-JUNE 2017

By on July 5, 2017 in Monthly Commentary with 0 Comments

The Markets (as of market close June 30, 2017) The second quarter proved to be a bit bumpy for equities, but each of the benchmarks listed here closed the quarter ahead of their first-quarter closing values. April saw equities close the month ahead of March, buoyed by favorable corporate earnings reports, proposed tax cuts, and strong […]

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Market Month: April 2017

By on May 1, 2017 in Monthly Commentary with 0 Comments

The Markets (as of market close April 28, 2017) Equities continued their positive trend in April, spurred by favorable corporate earnings reports, proposed federal tax cuts, and positive economic signals overseas. The Nasdaq surpassed 6000 for the first time in its history, while the small-cap Russell 2000 reached a record high by the end of […]

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QUARTERLY MARKET REVIEW: JANUARY-MARCH 2017

By on April 3, 2017 in Monthly Commentary with 0 Comments

The Markets (as of market close March 31, 2017) Riding the momentum following the presidential election, stocks surged for much of the first quarter of 2017. Buoyed by the anticipation of tax cuts and policies favorable to domestic businesses, the benchmark indexes listed here reached historic highs throughout the quarter. At the end of January, […]

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MARKET MONTH: JANUARY 2017

By on February 1, 2017 in Monthly Commentary with 0 Comments

The Markets (as of market close January 31, 2017) Investors were cautious for much of the month, likely waiting to see what President Trump would do during his first few weeks in office. After a slow close to December, equities picked up the pace during the early part of January as each of the indexes […]

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MARKET MONTH: NOVEMBER 2016

By on December 1, 2016 in Monthly Commentary with 0 Comments

The Markets (as of market close November 30, 2016) The economy picked up the pace in November, as did the stock market. After getting off to a sluggish start during the early part of the month, equities soared following the results of the presidential election. Each of the indexes listed here reached record highs during […]

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The Markets (as of market close October 31, 2016)

By on November 1, 2016 in Monthly Commentary with 0 Comments

Trading in the early part of October saw equities respond negatively to rumors of a pullback on stimulus measures by the European Central Bank, which ultimately proved to be unfounded. Each of the indexes listed here closed the first week of October below their respective September closing values, except for the Global Dow, which eked […]

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MARKET MONTH: AUGUST 2016

By on September 1, 2016 in Monthly Commentary with 0 Comments

The Markets (as of market close August 31, 2016) With no Federal Open Market Committee meeting and little news to jar the markets, the lazy, hazy days of August seemed to lull investors into a state of lethargy. Trading was light and volatility, limited. Despite the fact that several of the indexes tracked here posted […]

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MARKET MONTH: JULY 2016

By on August 1, 2016 in Monthly Commentary with 0 Comments

The Markets (as of market close July 29, 2016) Following an initial downturn largely in response to June’s Brexit vote, equities rebounded during the month of July. The first full week of the month saw each of the indexes listed here improve over the prior week, led by the Nasdaq, which gained almost 2.0%. The […]

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MARKET MONTH: MAY 2016

By on June 1, 2016 in Monthly Commentary with 0 Comments

The Markets (as of market close May 31, 2016) Following an up-and-down path similar to what occurred in April, the indexes listed here ultimately closed the month of May higher (except for the Global Dow). The month started with a run of positive returns, only to see much of the month’s gains given back by […]

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MARKET MONTH: APRIL 2016

By on May 2, 2016 in Monthly Commentary with 0 Comments

The Markets (as of market close April 29, 2016) Despite a poor close to the month, the indexes listed here improved in April (with the exception of the Nasdaq) compared to their March closing values–but not by much. The Dow gained a scant 88.55 points over the month, while the S&P 500 increased less than […]

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