Weekly Market Recap | May 9, 2025

Week in Review Equity Markets: The S&P 500 finished last week up nearly 3% and held onto its 9-day winning streak, which is the longest for the index since November 20041. The index has rallied 17% since the 4,835 low on April 7 and is currently only -4% year to date. Following the low last month, there has been a…

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May 2025 Market Memo

Equity Markets: The S&P 500 has rallied over the past week and a half. After finishing up 4.6% last week, the index has pushed higher by over 2% this week on the heels of positive earnings results and favorable movement on trade talks. The S&P 500 has rallied nearly 16% from its low of 4,835 on April 7. After seeing…

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April 2025 Market Memo

Equity Markets: The past few weeks have been a rough ride for most major markets. The S&P 500 has seen massive intra-day swings, 5% down days, and a near -10% single-day rally. Market volatility has reached levels surpassing COVID and was last seen during the Great Financial Crisis1. The VIX, which gives insight into investors’ expectations for near-term market volatility,…

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Market Update | April 7, 2025

Take a deep breath, as now is not the time to panic. With the average stock in the Russell 1000 Index down over 30% from its high, through Friday 4/4/251, the AAII (American Association of Individual Investors) Survey showing the 3rd highest bearish measure of all time2, record put buying (form of portfolio insurance) on Friday, the NASDAQ new highs…

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March 2025 Market Memo

With respect to financial markets, March has certainly come in like a lion and while no one definitively knows whether it goes out like a lamb, history is on our side in thinking most of the worst is behind us. We’ve just gone through a 20-day period in the stock market that has represented the 5th fastest 10% decline since…

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Weekly Market Recap | March 10, 2025

Week in Review Equity Markets: The S&P 500 finished the week down 3.06%, bringing the index’s 2025 return into negative territory. The Dow Jones is the lone index still in the green for the year, up 0.91%. The NASDAQ is down 5.66% year-to-date, and the S&P 500 is down 1.66%. Investors have taken a more defensive stance thus far in…

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Quarterly Market Newsletter | January 2025

Q4 2024 Review The S&P 500 finished its second consecutive year returning greater than 20%. This feat marks a rare occurrence, which has only occurred four times since 1900[1]. The S&P 500 finished the year up nearly 25%, and once again was outpaced by the NASDAQ which finished up 29.6%. The Dow Jones Industrial Average lagged the other major indices,…

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Quarterly Market Newsletter | October 2024

Q3 2024 Review Equity Market The market had a rough patch at the beginning of the quarter which saw the S&P 500 fall nearly 10% but rallied to end the quarter positive. The S&P 500 ended the quarter up 5.9%. Market breadth improved and investors saw greater participation outside of mega-cap Tech. The NASDAQ finished the quarter up only 2.8%…

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Weekly Market Recap | September 23, 2024

Week in Review Equity Markets: The markets rallied last week following the rate cut from the Federal Reserve. The S&P 500 hit a new all-time high on Thursday reaching 5,733. The S&P 500 finished the week up 1.39%. The Dow Jones broke 42,000 for the first time on Wednesday and finished up 1.67%. The NASDAQ still sits 4% below its…

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Weekly Market Recap | September 9, 2024

Week in Review Equity Markets: The markets experienced their deepest weekly declines in more than a year last week. The S&P 500 finished the week down 4.22% as concerns rose regarding an economic slowdown. Large-cap value fared better than their growth peers as investors sold technology heavily. The Russell 1000 Value Index still ended the week down 3.06% but far…

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