Author: Mark Cortazzo, CFP®, CIMA®
Business person working at desk looking at charts

January Market Overview

February 10, 2020

Mark Cortazzo, CFP®, CIMA® | Christopher Moffett, CFA

Equity markets kicked off the new decade with strength in the first few weeks but finished the month broadly lower, as coronavirus concerns spread through the market nearly as quickly as the virus itself. While the...

Business person working at desk looking at charts

December Market Overview

January 9, 2020

Mark Cortazzo, CFP®, CIMA® | Christopher Moffett, CFA

Investors enjoyed strong returns in December with most equity indices up several percentage points, including the S&P 500 which rose 3%. We attribute the rally to the continued progress toward a “phase one”...

Business person working at desk looking at charts

November Market Overview

December 9, 2019

Mark Cortazzo, CFP®, CIMA® | Christopher Moffett, CFA

The majority of global equity indices were up strongly in November, including the S&P 500, which rose 3.6%. The broad-based strength was largely attributable to investor optimism surrounding a potential “phase...

Woman looking at charts and graphics using a calculator

October Market Overview

November 8, 2019

Mark Cortazzo, CFP®, CIMA® | Christopher Moffett, CFA

All major equity indices posted gains for October, including the S&P 500, which climbed a very respectable 2.2%, bringing the YTD return to 23.2%. Recall that markets began the month with heightened volatility...

Business person working at desk looking at charts

September Market Overview

October 10, 2019

Mark Cortazzo, CFP®, CIMA® | Christopher Moffett, CFA

The majority of global stock indices rebounded from the August selloff and finished September with respectable monthly gains, including the S&P 500, which climbed 1.9%. The rebound in the stock market was largely...

Business person working at desk looking at charts

August Market Overview

September 9, 2019

Mark Cortazzo, CFP®, CIMA® | Christopher Moffett, CFA

The stock market experienced heightened volatility in August as yet another escalation in the U.S.-China trade war took center stage. As such, virtually all stock market indices declined for the month, including the...

Business person working at desk looking at charts

July Market Overview

August 9, 2019

Mark Cortazzo, CFP®, CIMA® | Christopher Moffett, CFA

Markets continued to march higher in July with the majority of global equity and fixed income indices posting modest gains for the month, including the S&P 500, which climbed 1.4%. Economic data remained...

Business person working at desk looking at charts

June Market Overview

July 5, 2019

Mark Cortazzo, CFP®, CIMA® | Christopher Moffett, CFA

The markets were strong in June and recovered well from the widespread losses seen in May. In fact, all major global equity and fixed income indices posted positive returns, including the S&P 500, which climbed 7%...

Business person working at desk looking at charts

May Market Overview

June 10, 2019

Mark Cortazzo, CFP®, CIMA® | Christopher Moffett, CFA

The markets experienced heightened volatility in May, with virtually all U.S. and international equity indices declining – including the S&P 500, which dropped 6.4% for the month. The decline in global markets...

Have question?

Contact us today!