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 ...

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-...