Bobby Moyer, CFA, CFP®, CAIA

Bobby Moyer, CFA, CFP®, CAIA Chief Investment Officer

Recent Posts

January 04 2021

Investor Insights - January 2021

See our recap of December's key statistics and market commentary below.  Noteworthy Numbers The S&P 500 locked in an 18.40% return in 2020, an excellent feat in any year, and even more so in year during which the global economy shut down due to a pan...

December 02 2020

Investor Insights - December 2020

See our recap of November's key statistics and market commentary below.  Noteworthy Numbers The S&P SmallCap 600 returned 18.17% in November, leading US stock asset classes in what was its best month of the year.       The Energy sector increased by ...

November 03 2020

Investor Insights - November 2020

See our recap of October's key statistics and market commentary below.  Noteworthy Numbers Small Cap Value stocks, the most beleaguered asset class in the US this year, led for the first time in October with a 3.63% return.                 US GDP gre...

October 02 2020

Investor Insights - October 2020

See our recap of September's key statistics and market commentary below.  Noteworthy Numbers There are 32 days left before Election Day in the United States.                     The S&P 500 Energy sector declined by 14.51% in September, continuing a ...

September 02 2020

Investor Insights - September 2020

See our recap of August's key statistics and market commentary below.  Noteworthy Numbers The S&P 500 gained 7.19% during August. It was the best August return since 1986.   The NASDAQ Composite has gained 49.33% over the trailing 12 months.    The r...

August 04 2020

Investor Insights - August 2020

See our recap of July's key statistics and market commentary below.  Noteworthy Numbers The S&P 500 tilted back into positive territory for 2020, with a year-to-date return through July of 2.38%. This index had fallen 34% from its peak by March 23 du...

July 02 2020

Investor Insights - July 2020

See our recap of June's key statistics and market commentary below.  Noteworthy Numbers The 12-month forward price-to-earnings ratio of the S&P 500, a measure of stock valuation, finished June at 21.42. The measure is at a level not seen since the ea...

June 01 2020

Investor Insights - June 2020

See our recap of May's key statistics and market commentary below.  Noteworthy Numbers The S&P 500 has gained 18.19% during the first two months of the second quarter. The strong rally has erased most of the index’s losses from February and March.   ...

May 01 2020

Investor Insights - May 2020

See our recap of April's key statistics and market commentary below.  Noteworthy Numbers The initial reading of Q1 GDP in the U.S. showed a -4.8% annualized decline as a result of depressed economic activity through the COVID-19 response.   The spot ...

April 01 2020

Investor Insights - April 2020

See our recap of March's key statistics and market commentary below.  Noteworthy Numbers The S&P 500 lost 19.60% during the first quarter of 2020, the worst quarterly return since 2008, as the wide-reaching impacts of COVID-19 shocked the global econ...

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