February 03 2023

Investor Insights - February 2023

See our recap of January's key statistics and market commentary below.  Noteworthy Numbers 27.8% The ARKK ETF, known for investing in nonprofitable and speculative technology innovators, gained 27.8% in January after losing 74.7% over 2021 and 2022. ...

January 09 2023

Investor Insights - January 2023

See our recap of December's key statistics and market commentary below.  Noteworthy Numbers 18.1% The S&P 500 lost 18.1%, its worst calendar year decline since 2008. 13% The Bloomberg U.S. Aggregate lost 13%, its worst calendar year since the ind...

December 06 2022

Investor Insights - December 2022

See our recap of November's key statistics and market commentary below.  Noteworthy Numbers -4.73 The Invesco DB US Dollar Bullish ETF fell 4.73% in the month of November, its worst monthly return since 2010. 14.85 The MSCI Emerging Markets Index ret...

November 04 2022

Investor Insights - November 2022

See our recap of October's key statistics and market commentary below.  Noteworthy Numbers 4.55 The yield on the U.S. 2 Year Treasury peaked at 4.55% in October before finishing the month at 4.51%. This is its highest level since August 2007. 14.07 T...

October 10 2022

Investor Insights - October 2022

See our recap of September's key statistics and market commentary below.  Noteworthy Numbers 3 The Federal Reserve increased the Federal Funds Rate by 75 basis points to 3.00% in September; this is the highest the benchmark rate has been since Januar...

September 08 2022

Investor Insights - September 2022

See our recap of August's key statistics and market commentary below.  Noteworthy Numbers 11.2 The Job Opening and Labor Turnover Survey, commonly known as JOLTS, showed that there were 11.2 million job openings in July, and only 5.6 million looking ...

August 04 2022

Investor Insights - August 2022

See our recap of July's key statistics and market commentary below.  Noteworthy Numbers 9.22% The S&P 500 had a total return of 9.22% in July, the best monthly return since November 2020. -0.9% U.S. GDP declined at an annualized rate of 0.9% in t...

July 06 2022

Investor Insights - July 2022

See our recap of June's key statistics and market commentary below.  Noteworthy Numbers 1970 The last time the S&P 500 lost so much in the first half of any year was in 1970. The S&P 500 has declined 19.96% so far in 2022 as inflation, the Fe...

June 07 2022

Investor Insights - June 2022

See our recap of May's key statistics and market commentary below.  Noteworthy Numbers 6.6% The S&P 500 enjoyed a 6.6% return in the final full week of May, its best weekly return since November 2020. The rally helped the index avoid officially c...

May 04 2022

Investor Insights - May 2022

See our recap of April's key statistics and market commentary below.  Noteworthy Numbers 14.98% The S&P 500 Value has outperformed the S&P 500 Growth by 14.98% through the first four months of 2022, a striking reversal from the trend seen in ...

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