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Quarterly Market Review

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Q1 2025

July 12th, 2024

2024 2nd Quarter Commentary

Highlights a mixed economic environment where U.S. unemployment ticked up slightly to 4.1%, yet GDP growth remains strong...

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Q4 2024

April 12th, 2024

2024 1st Quarter Commentary

Provides an overview of market performance in the first quarter of 2024. U.S. stocks led with a 10.02% return, outpacing...

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Q3 2024

January 17th, 2024

2024 1st Quarter Commentary

Illustrates a strong performance across most markets, with U.S. stocks leading the way. U.S. equities posted a return of 12.07% outperforming...

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Q2 2024

July 12th, 2024

Highlights a mixed economic environment where U.S. unemployment ticked up slightly to 4.1%, yet GDP growth remains strong...

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Q1 2024

April 12th, 2024

Provides an overview of market performance in the first quarter of 2024. U.S. stocks led with a 10.02% return, outpacing...

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Q4 2023

January 17th, 2024

Illustrates a strong performance across most markets, with U.S. stocks leading the way. U.S. equities posted a return of 12.07% outperforming...

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Q3 2023

October 31st, 2023

Shows a generally negative performance across global markets. U.S. stocks declined by 3.25%, while international developed and emerging markets...

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Q2 2023

July 18th, 2023

Presents a generally positive performance across markets, with U.S. stocks leading with an 8.39% return, outperforming both international developed...

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Q1 2023

April 21st, 2023

Reflects positive returns across most markets, with U.S. stocks rising by 7.18%, although they underperformed international developed...

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Q4 2022

January 13th, 2023

Reports positive returns across most markets, with U.S. stocks gaining 7.18% and outperforming both international developed and emerging...

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Q3 2022

October 18th, 2022

Reflects a challenging period for global markets, with U.S. stocks declining by 4.46%, international developed markets falling by...

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Q2 2022

July 22nd, 2022

Shows significant declines across most global markets. U.S. stocks were down 16.70%, while international developed and emerging markets also...

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Q1 2022

April 20th, 2022

Global markets faced challenges, with U.S. stocks down 5.28% and international developed and emerging markets performing even worse. Growth...

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Q4 2021

January 28th, 2022

Shows strong equity performance for the year, with the S&P 500 delivering a remarkable 26.1% return over the past three...

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Q3 2021

October 14th, 2021

Reveals a mixed performance across global markets. U.S. stocks were flat for the quarter, outperforming both international developed and...

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