Market Recap The S&P 500 rose 2.68% in August, bringing its year-to-date return to 12.48%. Emerging markets, represented by the EEM ETF, showed strength in August after a volatile July, finishing the month up 4.57% and gaining 22.05% year-to-date. After a strong run from April through June, small-cap U.S. stocks, represented by the IJR ETF, Read More
July Market Update
Market Recap The S&P 500 fell 1.28% in June, bringing its year-to-date return to 9.51%. Emerging markets, represented by the EEM ETF, continued to trade in a volatile range, finishing the month down 0.28% and yet higher by 25.04% year-to-date. Small capitalization U.S. stocks performed well through June, with the IJR ETF up 6.96% and Read More
June Market & Portfolio Update
Market Recap The S&P 500 gained 5.15% in May, bringing its year-to-date return to 10.73%. Emerging markets, represented by the EEM ETF, continued to outperform, rising 7.20% in May and 24.15% year to date. Going into May, our momentum equity ETF strategy shifted away from the developed international exposure it had maintained for the last Read More
March Market Recap
Market Recap: Equities fell in March both domestically and abroad, with the S&P 500 losing 5.09% while international (EFA ETF) and emerging markets (EEM ETF) were lower by 7.83% and 9.25%, respectively. While the decline in international and emerging markets was greater, they remain positive on the year due to strong performance leading up to Read More
February Market Update
Note: This update was written prior to the U.S. strike on Iran. While the outcome of this event is uncertain, the structural shifts discussed below remain unchanged. Market Recap: The S&P 500 fell -0.87% in February while the equal weight S&P 500 gained 3.4%. Beneath the surface, leadership is clearly shifting. Technology and AI stocks are struggling Read More