Market Update Markets were basically flat in the 3rd quarter. After basically 18 months of great market returns, this past quarter reminded us that excellent returns are not the normal market experience. I definitely wouldn’t get worked up about these numbers, but it did feel a bit uncomfortable to experience some losses when the recent…
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Market Overviews
2Q 2021 Market Overview
Market Update Markets continued to showcase strong performance through the second quarter of this year. The U.S. market was up 8.2%, foreign markets up 5.7%, and emerging markets up 2%. Small caps lagged behind large stocks by -4.2%. And we saw a reversal back to growth outperforming for the quarter (6.22% over value). Real estate…
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1Q 2021 Market Overview
Market Update Global markets were off to a strong start for the first quarter. US, developed, and emerging markets were all positive. The prior 12-month returns are almost unbelievable. I had to cross reference my sources to make sure I was seeing things correctly. The US market is up over 60% from this time last…
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4Q 2020 Market Overview (& Coronavirus Diary)
Where do I begin other than saying welcome to 2021! For all the craziness that was 2020, the markets as a whole posted some incredible numbers considering the circumstances. U.S. stocks had a solid last quarter pushing the annual return over double digits for the year. At year end, the annual return for the S&P…
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