Investment Review – January 2019

January 18, 2019 Investment Review
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The month of December saw declines across U.S. stocks with the S&P 500 -9.0%, -8.5% for the Dow Jones Industrial Average, and -9.4% on the Nasdaq. Equities saw the largest annual decline during the bull market of the past decade, posting a -4.4% total return on the S&P 500 in 2018, while closing the year […]

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Investment Review – December 2018

December 12, 2018 Investment Review
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The stock market treated us to another volatile month in November. Indices squeaked to a positive close thanks to a rally in the last week. In November, the Dow Jones Industrial Average rose 1.7%, the S&P 500 gained 1.8% and the Nasdaq Composite rose .3%. Stocks are up this year through November month-end, although indices remain well off […]

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Investment Review – November 2018

November 14, 2018 Investment Review
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Equities experienced a rapid and volatile correction in October. The Dow Jones Industrial Average dropped -5.1% and the S&P 500 declined -6.9%. The Nasdaq lost -9.2%, as the technology sector became a focal point of the selling during the month. While the indices rebounded from their worst levels at month’s end, they have given back much […]

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Investment Review – October 2018

October 17, 2018 Investment Review
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U.S. stocks rose for the sixth straight month in September, ending near all-time highs and helping the benchmark index post the biggest quarterly gain (7.2%) in five years. Strong earnings growth and a range of positive economic data in the U.S. helped investors tune out political risk. This fueled the outperformance of domestic stocks over […]

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Investment Review – September 2018

September 14, 2018 Investment Review
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The major U.S. stock indexes advanced in August. The Dow Jones Industrial Average increased by 2.2%, the S&P 500 was up 3.1% and the Nasdaq Composite advanced 5.7%. The bull market became one of the longest on record. The S&P 500 marked 3,462 days since the March 9, 2009 low through the end of August. The […]

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Investment Review – August 2018

August 17, 2018 Investment Review
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The major U.S. stock indexes were strong in July. The Dow Jones Industrial Average increased by 4.71%, the S&P 500 was up 3.60% and the Nasdaq Composite advanced 2.15%. The U.S. Dollar Index was virtually flat in July. The Index is used to measure the value of the U.S. dollar versus six major foreign currencies. A […]

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Investment Review – July 2018

July 10, 2018 Investment Review
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The major U.S. equity indices were mixed in June. The Dow Jones Industrial Average fell -0.6%, the Nasdaq Composite gained 0.9%, and the S&P 500 returned 0.5%. Investors are weighing the benefits of corporate tax cuts and strong earnings growth against the threat of a trade war. Strong S&P 500 earnings growth is expected to continue. Analysts […]

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Investment Review – June 2018

June 12, 2018 Investment Review
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U.S. stock indices rallied in May, based on upbeat economic news and corporate profit growth. The Dow Jones Industrial Average gained 1.0%, the S&P 500 was up 2.2%, and the Nasdaq Composite gained 5.4%. International equity markets were higher. The MSCI Europe Australia Far East Index (EAFE) gained 0.7% and the MSCI Emerging Markets Index lost […]

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Investment Review – May 2018

May 11, 2018 Investment Review
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The major U.S. equity indices were slightly positive in April. The Dow Jones Industrial Average gained 0.2%, the Nasdaq Composite rose 0.1%, and the S&P 500 returned 0.4%. Though the threat of a trade war has been dissipating, inflation concerns have held the market back. S&P 500 earnings growth remains strong. With a majority of […]

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Investment Review – April 2018

April 13, 2018 Investment Review
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The major U.S. equity indices all declined in March, making it two straight months of negative returns. The Dow Jones Industrial Average lost 3.7%, the Nasdaq Composite fell 2.9%, and the S&P 500 pulled back 2.7%. Stocks weakened on concerns that the new tariffs would lead to trade wars and worries that the data breach at […]

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