Author: Lindsay Van Schepen
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December Market Overview

January 15, 2021

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

December closed out a year we’d all like to forget; although with a continued rally in stocks, most major indexes were positive for the year. We believe that rally was driven largely by continued optimism around prospects for an economic...

Business person working at desk looking at charts

November Market Overview

December 8, 2020

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

November proved a remarkable month for equity investors, as most major indexes produced double-digit returns for the month! The robust returns drove many indexes into positive territory...

Business person working at desk looking at charts

October Market Overview

November 12, 2020

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

October was an eventful month with many dynamics influencing the markets, some positively and some negatively. By the end of the month, most U.S. and global indexes had declined, many by several percentage...

Business person working at desk looking at charts

August Market Overview

September 13, 2020

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

Global equity markets continued their feverish climb in August, propelling several benchmarks – including the S&P 500, which gained 7.2% in the month – to all-time highs. In the U.S., large cap growth stocks...

Let Your Copilot Steer You Through Market Volatility With Confidence

August 17, 2020

Joel Morales

During times of uncertainty, you may find yourself traveling down unfamiliar roads, forced to navigate new paths where one wrong turn could have significant consequences. This is particularly true as it relates to...

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July Market Overview

August 12, 2020

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

Global equity markets continued their rally in July, with the S&P 500 rising 5.6% and climbing back into positive territory for 2020 (+2.4% YTD through the end of July). While we have been pleasantly surprised by...

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June Market Overview

July 10, 2020

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

The majority of global equity markets climbed again in June, with the S&P 500 increasing 2% to finish the quarter with a 20.4% gain, the strongest quarterly gain in over 20 years.  However, as we have discussed...

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May Market Overview

June 12, 2020

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

The rally in stocks continued throughout May with most major equity indices gaining several percentage points for the month, including the S&P 500, which climbed 4.8%. Elsewhere, the majority of Fixed Income indices...

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March Market Overview

April 8, 2020

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

March proved to be a remarkably volatile month as COVID-19 continued to spread and wreak havoc on the global economy. While the S&P 500 closed out the month with only a 12.4% decline, it was, at one point, down in...

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