Investing

The second quarter of 2023 saw strong returns from US stocks, moderate returns from international stocks, and slightly negative returns from the overall US bond market. The bond market did…

The first quarter of 2023 was rocky. Most markets around the world were up significantly in January, only to drop in February, and then recover toward the end of the…

Stock markets around the world had a strong Q4 2022. US stocks were up 7.18%, and International Developed Stocks including Europe and Japan were up 16.18%, contrary to negative expectations…

Q3 2022 was a down quarter for stocks, bonds and real estate, continuing what happened in Q2 2022. US stocks did better than international stocks, and US small company stocks…

Q2 2022 was a down quarter for nearly all asset classes. Stock, bond and real estate were all down.  Bond were down as interest rates increased. It may seem a…

Stocks markets around the globe were down during Q1 2022. Bonds were also down. Attributing market movements to specific events can often be misleading. Most likely these drops have to…

Bonds have been in the news as interest rates have been rising. Bond can drop when interest rates rise. In Q4 2021 the US Bond Market was flat, although overall…

Emerging Markets stocks were down over 8% during Q3 2021, while other areas of the global stock markets (US stocks, Real Estate and Developed International Markets) were down just a…

Commercial Real Estate and Emerging Markets Small companies were the top performers in Q2 2021, contrary to many expectations that commercial real estate would continue to struggle. US stocks, international…

Q1 2021 represented a reversal of 2020 returns. US Small Company Value stocks, as measured by the Russell 2000 Value Index, did 21.17%. Keep in mind that is 21.17% in…