The Stories of 2023
How could we sum up the market in a year like 2023? If given only a word, resilient might do.
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stock market
Fourth Quarter 2023 – Quarterly Market Review
OVERVIEW: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Market Performance Select Currency Performance vs. US Dollar Real Estate Investment Trusts (REITs) Commodities Fixed Income Global Fixed Income Impact of Diversification Quarterly Topic: Country Debt and Stock Returns CONTINUE READING
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Taking a Holistic View of Your Investment Journey
It’s that time of year again. Cooler weather is upon us. Colorful lights are starting to pop up on rooftops. The kids are excited as they count down the remaining days of their fall semester. You guessed it. It’s market forecasting season.
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Third Quarter 2023 – Quarterly Market Review
OVERVIEW: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Market Performance Select Currency Performance vs. US Dollar Real Estate Investment Trusts (REITs) Commodities Fixed Income Global Fixed Income Impact of Diversification Quarterly Topic: When Value Delivers CONTINUE READING
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Focus on the Horizon: Tuning Out the Noise with Valuations and Returns
Valuations of publicly traded companies are a frequent topic of conversation among investors and for good reason. Valuation ratios tell us the price of stocks relative to fundamentals like earnings, sales, and book value. In other words, valuation ratios are an excellent way to understand the long-term attractiveness of groups of stocks relative to: a)
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Embrace the Uncertainty
The probability of a positive return from stocks increases over time. An investment in the US stock market grew wealth during 75% of the one-year periods between January 1926 and May 2023. Over ten-year periods, this occurred 95% of the time. While positive stock returns are never guaranteed over any horizon, no period exceeding 184
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Then and Now: An Update on Today’s Bond Market
Think back to this time last year. Inflation was soaring to a 40-year high of 9.1%. The Federal Reserve (Fed) had just made its third-consecutive rate hike, raising the federal funds rate by 0.75% for the first time in more than 25 years. The S&P 500 Index was down just shy of 20% — the index’s
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Second Quarter 2023 – Quarterly Market Review
OVERVIEW: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Market Performance Select Currency Performance vs. US Dollar Real Estate Investment Trusts (REITs) Commodities Fixed Income Global Fixed Income Impact of Diversification Quarterly Topic: Let the Compounding Commence! CONTINUE READING
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3 Storylines Behind the Market in 2023
Broad U.S. stock market returns in 2023 offer welcome news for investors at the surface. As measured by the Russell 3000® Index, the U.S. market was up nearly 9% at the end of May — well above the market’s long-term average monthly return of about 1%. Yet, this masks several major headlines that have faced
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Don’t Let Ominous Economic Signs Deter You From Stocks
Investing in the stock market can be a bit like an emotional rollercoaster, and sometimes it’s difficult to know what to make of financial news, economic indicators, and more. We’re sharing the below graphic and explanation with you because it shows that, though there may be some negative indicators at the moment, there’s also room
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