Category: Market Overview

March Market Overview

April 14, 2021

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

Equity markets continued their upward trajectory in March, with many major indexes up several percentage points as investors anticipate solid growth prospects and a strong economic outlook. Indeed, there are many...

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February Market Overview

March 11, 2021

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

Equity markets were broadly higher in February, though returns varied considerably across investment styles: Investors clamored for companies poised to benefit most from rebounding economic growth, which benefitted Value and Small Caps, while the appeal of Growth and Large Caps lost some luster.

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January Market Overview

February 10, 2021

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

We kicked off January with early gains in stocks, but volatility in the final week resulted in most indexes closing modestly down for the month (most Large Cap indexes declined by 1% or less). Small Caps, however, stood out yet again with gains ...

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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...

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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...

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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...

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September Market Overview

October 15, 2020

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

Global equity markets reversed course and were broadly lower in September as investors grew more cautious of the U.S.’s continued struggles to contain the pandemic, as well as lawmakers’ failure to come to an...

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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...

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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...