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...
November 2024 Market Commentary

November 2024 Market Commentary

Here we are, in the final stretch of 2024.  And with both the US election and the Federal Reserve’s interest rate decisions (mostly) behind us, we should now be able to finish the year on a positive note.  Historically, we are now in the best 3 months for the stock...
October 2024 Market Commentary

October 2024 Market Commentary

Usually, this time of year is much more volatile than what we’ve seen so far.  And quite often September and October are the months that have the biggest market drawdowns or biggest sell-offs in any given year.  But this year?  Nope, this fall has been surprisingly...
September 2024 Market Commentary

September 2024 Market Commentary

Volatility (often measured by the VIX index) has been relatively higher since mid-July, as expected for this part of the year. However, the stock market indexes haven’t been down as much as Seasonality would normally suggest this far into September. That’s not to say...