Index Month / Year to Date Dow Jones 4.44% / 13.72% S&P 500 5.79% / 17.24% NASDAQ 6.42% / 13.59% SDEI -0.62% / 26.31% SDEF 1.45% / 7.17% AGG -0.31% / -1.37% 10-Yr Treasury yield was 1.50% at the end of September and 1.55% at the end of October Markets After falling by about 5% …
Index – Month / Year to Date Dow Jones -4.10% / 13.72% S&P 500 -4.69% / 17.24% NASDAQ -5.58% / 13.59 SDEF US Equity -0.74% / 7.17% SDEI US Equity -1.73% / 26.31% AGG US Equity -0.95% / -1.37% 10-Yr Treasury yield was 1.31% at the end of August and 1.50% at the end of …
As 2020 ended, Wall Street was clearly feeling optimistic about the new year. Stock prices hit all-time highs on the last day of trading, and the S&P 500 finished the year up 16.3% while the Nasdaq grew by nearly 44%. In fact, the stock market has been booming since November, hitting new record highs despite …
At the start of 2021, the yield on the 10-Year US Treasury rate was at 0.93%, but by the end of February it was near 1.5%.* Technically speaking, that means the value of a 10-Year Treasury bond would have been down by about 5% on the year. However, when you look at your February statement …
Long-term interest rates continued rising in March, with the yield on the 10-Year Treasury rate hitting 1.73% by the end of the month. However, the overall impact for SIS investors was minimal thanks to the natural “softening” effect of credit spread compression, which I explained in last month’s newsletter. In addition, some income portfolios benefited …
As of early May, an estimated 100 million Americans have been vaccinated against the Covid-19 virus.* As a result, more and more states are easing pandemic restrictions, allowing more businesses to get back to operating near full capacity. All this is happening just as many corporations are reporting record earnings.** Partly in response to all …
Inflation fears rose in May as prices continued to do the same. Inflation has been a growing concern for months as our economic recovery from the pandemic has picked up speed. That concern is increasing rapidly in households and corporate boardrooms across the country. A recent Shopkick survey found that 77% of Americans are feeling …
Socially, things should keep getting better in the second half of 2021, but what about financially? Will the second half of 2021 be better, about the same, or worse for your investments than the first half? Naturally, no one knows for sure, but some recent developments might help give us an answer. After rising steadily …
Wall Street clung to optimism in August despite a growing number of skeletons in the world’s geopolitical closet, any one of which has the potential to spill out and send the markets tumbling with it. Will it happen this Fall? I’m sure you’re aware of the skeletons I’m referring to. One, of course, is the …
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