our thoughts

In the month of March, the S&P 500 finished up 4%, and the Dow Jones Industrial Average up 1.87%. The S&P 500 is now up 7.6% for the year through the month-end.  While March undid much of the damage from February within the S&P 500, the Dow Jones Industrial Average remained a bit of a […]

In the month of February, the S&P 500 finished down -3.62%, and the Dow Jones Industrial Average down -4.21%. The S&P 500 is now up just 3.4% for the year through the month-end.  It’s no surprise that inflation remains the headline du jour and is still the biggest driver of market action. While there is […]

With January 2023 in the rearview mirror, the S&P 500 finished the month up 6.29%, and the Dow Jones Industrial Average up 2.83%.  January rallies, on their own, are generally a good sign for the rest of the year. When the S&P 500 posts a gain for the month, it rises another 8.6%, on average, […]

I would be remiss if I didn’t take a moment to acknowledge that this month’s market review is being released later than usual, and I would like to extend my apologies and appreciation for your patience and understanding.  While the reason is personal, it should be known that later this month, I will be undergoing […]

When the US market closed for trading on October 31, 2022, the S&P 500 finished up 7.99% for the month and -18.76% year-to-date. If 2022 has been anything, it’s been historic. While September’s market performance was the worst since 2002, October was for best for the Dow best since 1976. That said, we’d be remiss […]

When the US market closed for trading on September 30, 2022, the S&P 500 finished -8.63% for the month and -24.77% year-to-date.  This last month was the worst since the panicked pandemic sell-off in March 2020. It was the worst September since 2002, which was part of the aftermath of the dot-com bust. Meanwhile, the […]

When the stock market closed for trading on August 31, 2022, the S&P 500 finished down 3.97% for the month and 17.02% year-to-date. August probably felt like a slap in the face after getting some reprieve with July’s rally during a horrible year to anyone invested in this market. Last month, we suggested that July’s […]

When the stock market closed for trading on July 29, 2022, the S&P 500 rallied 7.75% for the month of July while ending down 12.87% YTD. So, by the numbers, the market rallied enough to claw its way back from the worst first half performance in decades and out of Bear Market territory.  Last month […]

When the stock market closed for trading on June 30, 2022, it marked the worst first-half performance for S&P 500 since 1970, finishing down 20.58%. For the Dow Jones Industrial Average, this is the worst start since 1962. Meanwhile, the tech-heavy Nasdaq Composite’s 29.5% first-half plunge was its worst first half ever. It goes without […]

”It is not the strongest of the species that survive, nor the most intelligent, but the one most responsive to change.”

– Charles Darwin