Investment Commentary

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Q2 2021 Investment Commentary

Investment Market Report (July 1, 2021) The U.S. investment markets continued to defy gravity in the second quarter of the year, closing out the month of June—and the first half of 2021—at new record highs. This is the fifth consecutive quarter where the U.S. markets posted gains. Everywhere you looked in a diversified portfolio, you saw gains in the second quarter. The Wilshire 5000 Total Market Index—the broadest measure of…

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May 2021 Investment Commentary

The Markets (as of market close May 28, 2021) Stocks were volatile in May, likely a reflection of strength in the U.S. economy as well as concerns about inflation and the timing of when the Federal Reserve might begin to taper its accommodative policies. Regarding inflation, members of the Federal Open Market Committee acknowledged that prices may run higher than the 2.0% target set by the Committee due to transitory…

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April 2021 Investment Commentary

The Markets (as of market close April 30, 2021) Stocks climbed higher in April on the heels of strong first-quarter corporate earnings reports and encouraging employment data. Vaccine distributions increased and several states relaxed COVID-related restrictions. More stimulus checks were given out, which encouraged consumer spending. The number of jobless claims decreased, while nearly 1,000,000 new jobs were added. The Federal Reserve noted that the economy was improving, but that…

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Q1 2021 Investment Commentary

Investment Market Report (April 2, 2021) What a difference a year makes! Unlike the situation in the first quarter of 2020, U.S. stocks posted healthy gains since the start of the year, and there is optimism that the recent flurry of government checks to individual consumers, plus the huge infrastructure project on the drawing board, will give the economy a shot in the arm. Other countries are looking at the…

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February 2021 Investment Commentary

The Markets (as of market close February 26, 2021) February began on a high note as investors drew encouragement from strong fourth-quarter earnings reports and encouraging employment data. However, news was not all positive. The COVID-related death toll in the United States reached 500,000. Nevertheless, two vaccines were rolled out last month, with a third one on tap for release in March. While rhetoric surrounding additional fiscal stimulus continued throughout…

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January 2021 Investment Commentary

The Markets (as of market close January 29, 2021) Stocks were able to weather the storm of events that occurred throughout January, despite investors having numerous reasons to move away from equities. The month began on a somewhat positive note as the availability of COVID vaccines increased throughout the country. Nevertheless, investors were concerned as the number of reported virus cases continued to increase. Despite numerous challenges, the certification of…

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Q4 2020 Investment Commentary

Investment Commentary Report (January 4, 2021) It would be hard to imagine a stranger year in the U.S. investment markets than the one just passed, or a year that did a better job of defying logic. After the dramatic market collapse that began on February 20, and saw a 13% drop in the month of March, the U.S. investment world recovered nicely and sailed through a steep recession, record unemployment…

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