Reading Time: 8 minutes Market Searches for Direction During Third Quarter At the risk of being repetitive, financial markets were unsettled and volatile during the third quarter. In a continuation of the year-to-date trend, the stock market’s trend changed multiple...
Reading Time: 2 minutes A common question from mutual fund owners that we commonly receive during tax season is, “Will I have taxes due on mutual fund capital gains when I didn’t sell any shares of the fund?” The unfortunate answer is yes. In some...
Reading Time: 7 minutes Looking Back at a Rocky First Half of 2022 Financial markets remained unsettled and volatile during the second quarter. The stock market’s trend changed multiple times as investors continued to search for direction amid a sea of changing...
Reading Time: 4 minutes May Market Summary The S&P 500 Index produced a +0.2% total return during May, in line with the Russell 2000 Index’s +0.2% total return. Energy was the top performing S&P 500 sector during May, returning +16% as the price of WTI Oil...
Reading Time: 3 minutes April 2022 Market Recap The S&P 500 Index produced a -8.8% total return during April, outperforming the Russell 2000 Index’s -9.9% total return. Consumer Staples was the only S&P 500 sector to produce a positive return during April’s...
Reading Time: 8 minutes March Market Summary The market is attempting to catch its breath as the first quarter of 2022 ends. There was no shortage of events for the market to navigate, including the Federal Reserve’s first interest rate increase since December 2018,...
