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...
August 2024 Market Commentary

August 2024 Market Commentary

Things are getting interesting out there in the market.  August started off with a drastic sell-off, led by the NASDAQ and Technology sectors.  Other indexes like the S&P 500 and Russell 2000, and even bond indexes, eventually followed.  Then, as if there was no...
July 2024 Market Commentary

July 2024 Market Commentary

The second half of 2024 started off well enough for most global stock markets.  That is, until we hit mid-month, and what had been the clear leaders so far this year became the weakest parts of the market.  Technology and Communication sectors had been exceptionally...