Q1 Commentary, 2024

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...

Q4 Commentary, 2023

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...

Q3 Commentary, 2023

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...

Q1 Commentary, 2023

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...