Category: Market Overview
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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...

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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...

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April Market Overview

May 12, 2020

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

April brought about some much-welcomed relief for investors, in spite of a deluge of poor economic news. For the month, all major equity indexes were strongly positive, with the S&P 500 posting a...

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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...

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February Market Overview

March 6, 2020

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

February turned out to be a tough month for equity investors. While the start of the month was strong as the S&P 500 reached a new all-time high by February 19th, fears relating to the...

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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...

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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...

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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...

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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...

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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...

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