Quarterly Commentary, Q1 2022
Despite markets enduring their worst quarter in two years, with all asset classes in negative territory, the final two weeks of the opening quarter of 2022 brought an impressive rebound.
Russia-Ukraine Conflict: Takeaways for Investors
As COVID-19 headlines give way to Russia’s invasion of Ukraine, the news has triggered an emotional response from people, including investors, worldwide. For our clients, we know these developments can be stressful.
Quarterly Commentary, Q4 2021
Global equity markets finished the year with another strong quarter. Real Estate Investment Trusts (REITs) led the way, returning 17.14% (per the Wilshire REIT Index). This was followed by U.S. large company stocks, returning 11.03% (per the S&P 500).
Quarterly Commentary, Q3 2021
After five consecutive quarters of strong returns, the global equity market rally paused during the third quarter, with a downturn concentrated in the last two weeks of September.
A Challenging Housing Market
Whether related to the pandemic or other life events, 2021 has seen many Americans taking a closer look at the walls around them and the challenges of a home office. Some may be able to solve their issue with a renovation of their space, whether it be a simple weekend project or paint job, or something much more significant in scale.
Quarterly Commentary, Q2 2021
The second quarter saw continued strength in equity markets. Real Estate Investment Trusts (REITs) led the way, returning 12.84% (per the Wilshire REIT Index). This was followed by the S&P 500, returning 8.55%...
Quarterly Commentary, Q1 2021
The first quarter saw equity markets continue their strong run following the lows reached just over a year ago. Domestic small and small value stocks led the way again this quarter, returning 12.70% and 21.17%, respectively (per the Russell 2000 / 2000 Value).
Quarterly Commentary, Q4 2020
The fourth quarter saw equity markets continue their strong run following the March 23 lows.
Quarterly Commentary, Q3 2020
The third quarter saw equity markets continue their recovery from the March 23rd lows. International small company stocks (per the MSCI EAFE Small Cap Index) led the way, returning 10.25% for the quarter, followed by emerging markets (per the MSCI EM Index) with a 9.56% return.
Quarterly Commentary, Q2 2020
The second quarter 2020 saw a significant rebound in equity markets following the jolting declines in the first quarter. Domestic small company stocks (per the Russell 2000 Index) led the way with a return of 25.42%, followed by the S&P 500 with a return of 20.54%.