by Derek Dall'Olmo | Aug 5, 2021 | Monthly Market Brief
US Stocks Modest gains were posted for large-cap US equities in July while small caps and foreign stocks fell slightly. After posted huge gains through much of the first half of the year, diversified investors have seen their portfolios’ pace of gains slow. That’s not...
by Derek Dall'Olmo | Jul 6, 2021 | Monthly Market Brief
US Stocks The old is new again as investors turned their focus back to the big technology stocks such as Apple, Microsoft, Google, Facebook, and Amazon. Strength in these mega-cap companies helped lift the S&P 500 to an all-time high in June. It was a fifth...
by Derek Dall'Olmo | Jun 4, 2021 | Monthly Market Brief
US Stocks The equity market followed up a very strong April with modest advances in May. The rally just keeps on chugging. Between rising stock market prices and a red-hot housing market, Americans are in good shape financially considering the events of the past 15...
by Derek Dall'Olmo | May 3, 2021 | Monthly Market Brief
US Stocks April was another solid month for equity investors. Through the 27th, The S&P 500 rose 5% to close fractions below an all-time high while small-cap stocks were also up nicely. Looking across the eleven sectors, Technology stocks and, perhaps...
by Derek Dall'Olmo | Apr 13, 2021 | Monthly Market Brief
Executive Summary Economic growth beginning to accelerate as stimulus checks get spent, and vaccines are administered With more jobs and higher wages comes inflationary pressures and rising prices Stock market returns were in the black for March, capping off a...
by Derek Dall'Olmo | Mar 4, 2021 | Monthly Market Brief
Summary Rising interest rates and inflation expectations keep the market on edge Diversification with your investments is a way to mitigate the risk Tax season is underway – it’s a good time to think about your long-term plan as you sift through tax documents Take a...
