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Quarterly Market Review

Market Month: November 2017

By on December 1, 2017 in Quarterly Market Review with 0 Comments

The Markets (as of market close November 30, 2017) The Dow soared over 300 points on the last day of November to close above 24000 for the first time in its history. Hopes for a tax overhaul may have contributed to investor confidence in equities. Each of the benchmark indexes listed here posted favorable monthly […]

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Quarterly Market Review: July-September 2017

By on October 2, 2017 in Quarterly Market Review with 0 Comments

The Markets (as of market close September 29, 2017) Trading during the summer months is customarily slow, and the summer of 2017 proved no different. July kicked off the third quarter with equity markets enjoying noteworthy gains over their June closing values. Both the Dow (2.54%) and S&P 500 (1.93%) posted significant gains, as did […]

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MARKET MONTH: MAY 2017

By on June 1, 2017 in Quarterly Market Review with 0 Comments

The Markets (as of market close May 31, 2017) May provided a bumpy ride for investors. However, by the end of the month, each of the indexes listed here posted monthly gains with the exception of the Russell 2000, which lost over 2.0%. Technology shares continued to climb as the Nasdaq climbed 2.50% in May […]

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QUARTERLY MARKET REVIEW: JULY-SEPTEMBER 2016

By on October 3, 2016 in Quarterly Market Review with 0 Comments

The Markets (as of market close September 30, 2016) The second quarter provided a bumpy ride for investors. Following the upheaval caused by the Brexit vote in June, July kicked off the third quarter by ending the month in favorable fashion, as each of the indexes listed here posted month-to-month gains, led by the Russell […]

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QUARTERLY MARKET REVIEW: APRIL-JUNE 2016

QUARTERLY MARKET REVIEW: APRIL-JUNE 2016

The Markets (as of market close June 30, 2016) In the world of equities, the second quarter of the year was anything but dull. April saw the large-cap S&P 500 and Dow make marginal gains, with the small-cap Russell 2000 and the Global Dow leading the way for the month. The Fed left interest rates […]

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QUARTERLY MARKET REVIEW: JULY-SEPTEMBER 2015

By on October 1, 2015 in Quarterly Market Review with 0 Comments
QUARTERLY MARKET REVIEW: JULY-SEPTEMBER 2015

The Markets Volatility returned to the equities markets in the third quarter, impacted by economic stress in China (the world’s second largest economy) and Greece, coupled with underwhelming corporate earnings reports and falling energy stock prices. While some economic sectors, such as housing and unemployment, offered favorable news, others, including exports and wages, showed little […]

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QUARTERLY MARKET REVIEW: APRIL-JUNE 2015

By on July 1, 2015 in Quarterly Market Review with 0 Comments

The Markets As winter weather finally lost its chokehold on the U.S. economy, investors grew increasingly comfortable with the Federal Reserve’s slow-and-steady approach to raising short-term interest rates. Historic closes were reached by the large-cap Dow (18351) and S&P 500 (2134), while the small-cap Nasdaq (5164) and Russell 2000 (1296) also reached all-time highs during […]

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QUARTERLY MARKET REVIEW: JANUARY-MARCH 2015

By on April 1, 2015 in Quarterly Market Review with 0 Comments

The Markets Volatility continued to rule the domestic equities markets. After losing ground in January, the major indices had a strong February. March saw early losses, then solid gains, with the Dow industrials, S&P 500, and Russell 2000 all hitting closing highs, and the Nasdaq closing above 5000 for the first time in 15 years, […]

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Market Commentary – November 1, 2014

By on November 1, 2014 in Quarterly Market Review with 0 Comments

YTD Review: Equity (Stock) Markets have generated mixed results so far in 2014.  The US markets continue to lead, but returns are much lower when compared to 2013.  Through September 30th, the S&P 500 Average has been one of the strongest indexes, up 8.3%. The Dow Jones Index is also in positive territory, up 4.6%.  […]

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QUARTERLY MARKET REVIEW: APRIL-JUNE 2014

By on July 14, 2014 in Quarterly Market Review with 0 Comments

The Markets After a rocky start, the quarter eventually made up for domestic equities’ earlier losses. As winter weather finally lost its chokehold on the U.S. economy, investors also grew increasingly comfortable with the Federal Reserve’s slow-and-steady approach to unwinding quantitative easing. As a result, they were willing to take on risk again, handing the […]

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