Author: Lindsay Van Schepen
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...

Business person working at desk looking at charts

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...

Business person working at desk looking at charts

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...

Business person working at desk looking at charts

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...

Business person working at desk looking at charts

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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