Category: Quarterly Commentary

Market Performance Overview Domestic equities were up during Q3, with the S&P 500 finishing +20.55% year-to-date. Foreign equities were negative for the quarter, however, emerging

Market Performance Overview Domestic equities were up during Q2, with the S&P 500 finishing +4.30% for the quarter. Foreign equities were positive with emerging markets

Market Performance Overview Domestic equities were up during Q1, with the S&P 500 finishing +13.65%. Foreign equities were positive with emerging markets and developed markets

Market Performance Overview Domestic equities were down for the year, with the S&P 500 finishing -4.38% in 2018. Foreign equities saw emerging markets and developed

Market Performance Overview Domestic equities continued their upward trajectory, with the S&P 500 up 10.6% YTD Emerging market equities continued downward, ending the quarter -7.7%

Market Performance Overview Domestic equities were positive during the quarter, pushing the S&P 500 YTD return to 2.6%. Small cap stocks outperformed all other asset

Market Performance Overview Domestic equities took a breather, with the S&P 500 losing -0.8% in the first quarter of the year. Forward Price-to-Earnings ratios for

Market Performance Overview Domestic equities continued their trend upward, with the S&P 500 contributing 6.6% in the quarter 21.8% in 2017. Foreign equities continued to

Market Performance Overview Domestic equities continued their trend upward, with the S&P 500 contributing 4.5% in the quarter (14.2% YTD). Foreign equities continued to produce

Market Performance Overview – Not Much Change Since Q1 2017 Domestic equities performed well, but were again outpaced by foreign equity returns. Domestic bonds were