Investment Commentary
Doesn't it feel good to know?
We want you to stay informed. There is always more to the story.
At Partners in Financial Planning, our monthly newsletter and white papers keep you informed, covering a variety of financial topics. Take a look at our latest Partnering With You newsletter or catch up on what you’ve missed with our Investment Commentary!
October 2022 Investment Commentary
The Markets (as of market close October 31, 2022) October saw stocks close higher, the first monthly gain since July. Investors were encouraged by hopes that the Federal Reserve will pull back from its aggressive interest-rate hike policy. In addition, solid third-quarter earnings could be a sign that the economy can withstand the battle to lower inflation. Each of the benchmark indexes listed here posted notable gains, led by the…
Q3 2022 Investment Commentary
Remember that nice little rally from mid-June until somewhere around mid-August, when the market returns seemed to be moving us out of bear market territory? We don’t either; that little upturn seems like a long time ago. The past month and a half re-established the down market trend that has generally been going on since the start of the year, as the markets gave back everything they had gained since…
August 2022 Investment Commentary
The Markets (as of market close August 31, 2022) Through the first half of August, the stock market continued to ride July’s rally. Including the first two weeks of August, stocks had posted four consecutive weekly gains — the longest weekly rally of 2022. The latest inflation data showed prices had fallen in July, bolstering investor confidence that the Fed may begin to reel in its aggressive interest-rate hike policy.…
July 2022 Investment Commentary
The Markets (as of market close July 29, 2022) July saw the stock market ebb and flow throughout the month. Sometimes the market reacted in response to news of some sort. Other times, stocks moved in anticipation of something that may happen. For instance, the latest quarterly corporate earnings reports generally have been better than expected, with about 75% of the S&P 500 companies beating analysts’ estimates. However, investors responded…
Q2 2022 Investment Commentary
The bad news in the investment markets continues. U.S. stocks entered true bear market territory in the middle of the second quarter, and finished with the worst first six months’ returns since 1970. Meanwhile, bond rates rose, causing bond investors to suffer paper losses as well. Losses were spread across the full investment spectrum. The Wilshire 5000 Total Market Index—the broadest measure of U.S. stocks—lost 16.77% in the second quarter,…
May 2022 Investment Commentary
The Markets (as of market close May 31, 2022) May was a volatile month for Wall Street. Stocks began May where April ended, with losses. In fact, it wasn’t until the last week of May that stocks posted gains. Throughout the month, investors had to face the prospects of an economic slowdown impacted by accelerating inflation, rising interest rates, the ongoing war in Ukraine, and lukewarm corporate earnings reports. Despite…
April 2022 Investment Commentary
The Markets (as of market close April 29, 2022) April saw rising COVID cases in China prompt the shutdown of some of its biggest cities, causing global supply-chain issues. The ongoing war in Ukraine continues to exacerbate pressure on food and energy prices. While first-quarter earnings data was moderately favorable overall, several major companies reported disappointing results. And inflation continued to rise, leading to an almost certain 50-basis point interest…
Keeping you informed is part of our job.