Insights
By: Wade Austin
Despite worries emanating from surging Delta variant cases and the associated sharp drop in consumer sentiment, investors focused on the positives in August, spurring the S&P 500 3% higher and to its 6th best August YTD performance since 1950.
By: Wade Austin
Fueled by near-record level earnings and revenue beats, the S&P 500 continued to grind higher in July gaining 2.4% and posting its 6th consecutive month of positive total returns.
By: Wade Austin
The US economy has not completely recovered from the pandemic yet booming economic activity during Q2 propelled the S&P 500 to an all-time closing high of 4,297 on June 30th- its 34th new closing high of the year.
By: Robert R. Shaw
While not common today, some institutions maintain a return target* in their investment policy statements.
By: Wade Austin
Driven by a rapid lifting of economic restrictions throughout most of the U.S., stocks in May posted their fourth consecutive month of gains as the S&P 500 closed at 4,204 –
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By: Wade Austin
March marked the one year anniversary of when the government’s top infectious disease expert recommended a 14 day national shutdown to slow the spread of the coronavirus.
By: Ivan Lukic
The Internal Revenue Service (IRS) has extended this year’s federal income tax filing due date from April 15, 2021, to May 17, 2021.
By: Wade Austin
February may be short on days (its last trading day was the 26th), but markets were not lacking for drama this February.