Monthly Market Update — September 2021
September Performance Summary September has historically been a seasonally weak month for markets and 2021 was no exception. Virtually all major asset classes were negative for the month, something not seen since January. High Yield bonds performed the best but were...
Weekly Market Update – October 1, 2021
Quick Takes Global equities were down for the week with the S&P 500, dropping -2.2%, while the tech-heavy Nasdaq Composite was down -3.2%. Small Cap Value was the only major asset class up on the week, gaining +1.4%. Mid Cap Growth suffered the most, falling...
Weekly Market Update – September 24, 2021
Quick Takes The S&P 500 and Dow Jones were able to overcome a big loss on Monday to advance for the week. The CBOE Volatility Index (VIX) spiked to more than 28 on Monday before settling back under 18 by Friday. The yield on the U.S. 10-year Treasury rose 9 basis...
Building a Solid Foundation: Five Key Principles for Long-Term Investment Strategies
Investing for the long term is an excellent way to secure your financial future and build wealth. Whether you’re new to investing or have some experience, it’s crucial to understand the key principles of long-term investment strategies. This blog post will...