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 ...

April 05 2022

Investor Insights - April 2022

See our recap of March's key statistics and market commentary below.  Noteworthy Numbers -5.93% The Bloomberg Aggregate Bond Index lost 5.93% during the first quarter, the third worst return it has had since 1980. Bonds suffered as interest rates ros...

March 07 2022

Investor Insights - March 2022

See our recap of February's key statistics and market commentary below.  Noteworthy Numbers 100 The price of a barrel of oil crossed the $100 threshold in February for the first time since 2014 as the Russian invasion of Ukraine spiked commodity pric...

February 04 2022

Investor Insights - February 2022

See our recap of January's key statistics and market commentary below.  Noteworthy Numbers 38.94 The Vix, a measurement of volatility in the S&P 500, reached as high as 38.94 in intraday trading during January, the highest it had been since Octob...

January 03 2022

Investor Insights - January 2022

See our recap of December's key statistics and market commentary below.  Noteworthy Numbers 9.6 The FTSE NAREIT All Equity REIT index gained 9.6% in December, capping an excellent year for the real estate market in which the index gained 41.30%. 6.8 ...

December 01 2021

Investor Insights - December 2021

See our recap of November's key statistics and market commentary below.  Noteworthy Numbers 20.81The spot price for a barrel of crude oil fell by 20.81% in the month of November after hitting multiyear highs the previous month, due to concerns about ...

November 02 2021

Investor Insights - November 2021

See our recap of August's key statistics and market commentary below.  Noteworthy Numbers 10.94 The leading sector in the S&P 500 for October was Consumer Discretionary, with a 10.94% return. 9.53 The S&P 500 closed at a new all-time high on ...

October 04 2021

Investor Insights - October 2021

See our recap of August's key statistics and market commentary below.  Noteworthy Numbers -4.65 The S&P 500 Total Return had a -4.65% return in the month of September, its first negative return since January. The index is positive 15.92% year-to-...

September 01 2021

Investor Insights - September 2021

See our recap of August's key statistics and market commentary below.  Noteworthy Numbers 50 Bitcoin topped $50,000 in August before finishing the month at $47,070. The flagship cryptocurrency (along with many other digital coins) has been on an impr...

August 02 2021

Investor Insights - August 2021

See our recap of July's key statistics and market commentary below.  Noteworthy Numbers -8.27% The energy sector was the worst performer in July, losing 8.27%. The decline was due both to the fears of future lockdowns caused by the Delta variant of C...

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