1st Quarter 2024 Review & Commentary: Thank Goodness for a Breather By anyone’s estimation, the equity markets enjoyed a tremendous first quarter, and a great start for the year. This quarter’s performance built on the positive momentum from Q4 2023. There were a...

4th Quarter 2023 Review & Commentary: Thank Goodness for a Breather 2022 was an ugly year for everyone. Thank goodness for 2023! These 2 years were pretty much complete opposites. In 2022, the “Magnificent 7”: Google, Apple, Microsoft, Meta, Nvidia, Amazon, and...

Quarterly Commentary - The Real Story Behind Q3, 2023 Market Index Returns Q3 2023 Index 1 month 3 months YTD DJIA -3.50 -2.62 1.09 NASDAQ Composite -5.81 -4.12 26.30 Russell 2000 -6.03 -5.49 1.35 S&P 500 -4.87 -3.65 11.68 S&P 500 Equal Weighted -5.26 -5.38...

AGCA Market Commentary First ½ Scorecard 2023 A handful of technology stocks have created almost all the YTD returns of the S&P500. The breadth of stock participation was very narrow contributing to +16.38% return of the index for the first half of the year. The...

Q1 Commentary, 2023 The stock and bond market got a small amount of relief in the first quarter. Quarterly highlights included: Volatility and gains characterized the 1st quarter this year. Most of the gains were made in mega-cap technology stocks. Many investors have...

Q4 2022 Investment Commentary and 2023 Outlook Well, 2022 is over, and we are glad. Surging interest rates and the battle with inflation resulted in the worst year for stocks and bonds since 2008.  U.S. Equity Indexes 2022 Return S&P 500 -19.44% DJII -8.78% Nasdaq...