Market Recap

January 2024 Market Recap

The equity market rally from the end of 2023 carried into January, although not without bumps along the way. From the start of the year ...
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December 2023 Market Recap

The S&P 500® Index returned 11.69% in the fourth quarter of 2023, with monthly returns of -2.10%, 9.13%, and 4.54% in October, November, and December, ...
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November 2023 Market Recap

The S&P 500® Index returned 9.13% in November, interrupting three consecutive months of decline and capping an impressive advance of 11.18% from its intra-quarter low ...
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October 2023 Market Recap

The S&P 500® Index returned -2.10% in October, marking the equity market’s third consecutive monthly decline. It appeared monetary policy and the direction of interest ...
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September 2023 Market Recap

The S&P 500® Index returned -3.27% in the third quarter of 2023 with monthly returns of 3.21%, -1.59% and -4.77% for July, August and September, ...
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August 2023 Market Recap

After a five-month winning streak, the S&P 500® Index declined 1.59% in August. A surprise downgrade of U.S. credit by Fitch Ratings, a credit rating ...
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July 2023 Market Recap

The S&P 500® Index returned 3.21% in July, bringing its year-to-date return to 20.65% which ranked as its fourth best start in 35 years. From ...
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June 2023 Market Recap

The S&P 500® Index returned 8.74% in the second quarter of 2023 with monthly returns of 1.56%, 0.43% and 6.61% for April, May and June, ...
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May 2023 Market Recap

The S&P 500® Index returned 0.43% in May, bringing its year-to-date return to 9.65%. Investors were forced to wade through simmering stress within regional banks ...
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April 2023 Market Recap

The S&P 500® Index returned 1.56% in April, bringing its year-to-date return to 9.17 %. Investors quickly moved past threats of a banking crisis from ...
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