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!

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.…

Read More

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…

Read More

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,…

Read More

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…

Read More

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…

Read More

Q1 2022 Investment Commentary

There’s no sugar‐coating the news: the U.S. and global markets took a hit in the first three months of 2022, offering investors an experience that they haven’t been accustomed to during the long bull market: a bit of red ink on their performance statements. The only bright spot is commodities—but it is doubtful that anyone with recent experience at the pump is cheering the turmoil in global oil prices. Just…

Read More

February 2022 Investment Commentary

The Markets (as of market close February 28, 2022) Wall Street opened the month on a high note, with each of the benchmark indexes advancing. A stronger-than-expected jobs report and solid fourth-quarter corporate earnings data helped support equities. Nevertheless, concerns about the Russia-Ukraine situation began to worry investors. Natural gas and crude oil prices climbed higher. Throughout much of February, the impending crisis in Eastern Europe seemed to displace thoughts…

Read More

Keeping you informed is part of our job.

You dream it. We plan it. You live it.