May 2025 Market Commentary

May 2025 Market Commentary

The first half of May felt like a solid continuation of the rally that started in the 2nd half of April (after the messy, tariff-driven market madness).  However, since mid-May several US market indexes are slightly negative.  So the rally is starting to show...
April 2025 Market Commentary

April 2025 Market Commentary

The month of April brought continued volatility, largely driven by headlines – so much so that the fundamental and technical views of the market didn’t provide much helpful guidance. And while there is a lot of debate as to how the current economic situation (mostly...
March 2025 Market Commentary

March 2025 Market Commentary

The month of March gave us something we haven’t seen since 2022 – a 10% pullback in the S&P 500.  And while that can feel pretty brutal while it is happening, we’ve seen it recover about half of that drop already.  The question now is: Can the market return to new...
February 2025 Market Commentary

February 2025 Market Commentary

The market volatility continues! After a positive January that recovered December losses, we’re now seeing another market pull-back that has the S&P 500 Index back below even for the month of February. But so far, this is all just in-line with what typical...
January 2025 Market Commentary

January 2025 Market Commentary

The new year is off to a volatile start. It’s not exactly bad, but it’s not that great either. If you look at January by itself, the market looks strong. But if you look at it next to December or even back to November, the S&P 500 hasn’t made much progress...
December 2024 Market Commentary

December 2024 Market Commentary

2024 has been a surprisingly mixed year. While the main US indexes (the S&P 500 and NASDAQ-100) showed solid performance, most diversification beyond these two indexes did little to help portfolios. The US Small Cap, International, and Emerging Markets Indexes all...