2019 Fourth Quarter Review of the Markets

January 28, 2020
2019 proved to be an exciting year for investors with asset prices rising across the board. After 2018 where full-year performance numbers prompted a shrug, but masked widespread volatility near year-end, 2019 showed strong results against a backdrop that can largely be described as “more of the same”. The S&P 500 returned 31.5% for the year.
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2019 Third Quarter Review of the Markets

October 23, 2019
U.S. stocks posted mixed results for the third quarter. Large cap stocks were up less than 2% while smaller stocks, as measured by the Russell 2000, were down 2.4%. Internationally, developed market foreign stocks were up in line with the S&P 500 in local currency terms. However, for U.S. based investors, they were down about 1.1%
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2019 Second Quarter Review of the Markets

September 24, 2019
In a continuation of the first quarter rally, both global stocks and bonds registered positive returns in the second quarter. In the U.S., the S&P 500 rose 4.3%. The Russell 2000, which measures the performance of smaller company stocks, increased 2.1%. Abroad, developed market stocks outperformed emerging market stocks.
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2019 First Quarter Review of the Markets

September 23, 2019
After a difficult 2018, a year in which nothing really worked from an investment perspective, 2019 has started off as a year in which everything has worked. Stocks rebounded off of their December lows during the first quarter of 2019. The S&P 500 returned 13.65%. This represents the largest quarterly gain since 2009.
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