Category: Market Overview
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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...

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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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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 gain of 12.8%, the...

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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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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 coronavirus gripped 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 itself. While the...

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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 “phase one”...

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