Investment Review – February 2020

February 13, 2020 Investment Review
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 January was a volatile month of trading, and the market plunged on the last day amid rising fears about the rapid spread of the coronavirus. Overall, the S&P 500 returned -0.04% in January, and the Dow Jones Industrial Average returned -0.89%. The Nasdaq Composite fared better, generating +2.00% during the month. Oil prices fell […]

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Investment Review – January 2020

January 17, 2020 Investment Review
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 In stark contrast to the December decline one year ago, the S&P 500 returned 3.02% for the month, closing 2019’s total return up 31.49%. Consumer spending was robust during the Holiday season. MasterCard Spending Pulse, which tracks consumer-spending tendencies, saw an increase of 3.4% from Nov. 1 through Dec. 24th. This is an impressive […]

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Investment Review – December 2019

December 12, 2019 Investment Review
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 U.S. stocks closed out November with their largest monthly gains since June. The Dow Jones Industrial Average, S&P 500 and the Nasdaq Composite each rose more than 3% for the month. The indexes set records in the month. An accommodative Federal Reserve and confident consumers have supported current economic growth and expectations for stock […]

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Investment Review – November 2019

November 15, 2019 Investment Review
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 Equities enjoyed positive returns in October. The Dow Jones Industrial Average rose 0.5%, the S&P 500 climbed 2.9% and the Nasdaq increased 3.7% for the month. Positive trends in employment and consumer spending have stabilized economic growth in the U.S., alleviating fears of a recession and driving the gains. Having increased by $1 trillion […]

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Investment Review – October 2019

October 11, 2019 Investment Review
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For the month of September, the Dow gained 2%, the S&P advanced 1.7% and the Nasdaq added 0.5%. For the quarter, the Dow and the S&P 500 both rose 1.2%, but the Nasdaq fell 0.1%. Mid-sized companies had a very strong month with a 3.1% increase. Broad based European indices performed slightly better than US, with a […]

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Investment Review – September 2019

September 19, 2019 Investment Review
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The major U.S. stock indexes declined in August. The Dow Jones Industrial Average fell by 1.7 percent, the S&P 500 was down 1.8 percent and the Nasdaq Composite finished the month down 2.6 percent. Treasury yields accelerated their three-month decline as uncertainty caused investors to seek safe havens. The 10-year Treasury yield fell to 1.5 percent, […]

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Investment Review – August 2019

August 22, 2019 Investment Review
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The major U.S. stock indexes improved in July. The Dow Jones Industrial Average increased by 1.0%, the S&P 500 was up 1.3% and the Nasdaq Composite advanced 2.1%. Continuing the trend since the beginning of 2018, the U.S. Dollar Index strengthened by 2.5% in July. The Index is used to measure the value of the U.S. dollar […]

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Investment Review – July 2019

July 11, 2019 Investment Review
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U.S. stocks rallied in June as bulls adopted the view that the Fed was moving towards a more accommodative stance on interest rate policy. Investors also found bargains in individual stocks created by May’s trade war-related sell-off. For the month, the S&P 500 gained 6.9%, the Nasdaq rose 7.4%, and the Dow picked up 7.2%. […]

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Investment Review – June 2019

June 25, 2019 Investment Review
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U.S. stock indices fell in May, and have now fallen for six consecutive weeks, the longest losing streak since 2011. The Dow Jones Industrial Average lost 6.7%, the S&P 500 was down 6.6%, and the Nasdaq Composite lost 5.4%. International equity markets were also lower. The MSCI Europe Australia Far East Index (EAFE) lost 5.3% and […]

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Investment Review – May 2019

May 22, 2019 Investment Review
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The major U.S. equity indices all posted gains in April. The Nasdaq Composite increased 4.7%, the S&P 500 added 3.9%, and the Dow Jones Industrial Average rose 2.6%. Following a sell-off in December 2018, the market has regained all-time highs after a strong start to the year. S&P 500 earnings for the first quarter have […]

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