Category: Quarterly Commentary

Market Performance Overview Global stocks fell around 1% during the first quarter, with weakness in U.S. stocks offset by positive returns in international markets. Bonds

Market Performance Overview US stocks were positive in Q3, returning 5.89% in the quarter and 08% YTD. Foreign has a strong quarter as well, returning

Market Performance Overview Domestic equities were positive in Q2, returning 4.28% in the quarter and 29% YTD. Foreign equities were mixed in Q2, returning -0.42%

Market Performance Overview Domestic equities were positive in Q1 returning +10.56%. Foreign equities were positive in Q1 returning +5.78% in developed markets and +2.37% in

Market Performance 2023 Overview and Investment Strategies Domestic equities were positive in 2023, with large cap stocks finishing +26.29%, mid cap stocks finishing +17.24%, and

Market Performance Overview Domestic equities were negative in Q3 with large cap stocks finishing -3.27% (+13.07% YTD). Foreign equities were negative in Q3 returning -4.11%

Market Performance Overview Domestic equities were positive in Q2, returning 8.7% in the quarter and 9% YTD. Foreign equities were positive in Q2, returning 2.9%

Market Performance Overview Domestic equities were positive in Q1 returning +7.50%. Foreign equities were positive in Q1 returning +8.47% in developed markets and +3.96% in

Market Performance Overview Domestic equities were positive in Q4 with large cap stocks finishing +3.63% (-18.11% YTD). Foreign equities were mixed in Q4 returning +6.28%