In this month’s update, we recap how the stock and bond markets performed.  We also discuss the end of the latest stock market correction.

Click on the video to watch.


It’s been a good year, so far…

The US Stock market has had a good year so far.  And, most broad segments of the stock market have participated in the increases.

Fist the large company stocks as measured by the S&P 500…


Mid cap stocks have also done well, but their gains have been more modest.


Small Cap stocks have been the big winners thus far.


A Different Story for Bonds

Interest rates rose early in the year.  And when interest rates increase, bond prices decrease.  The broader bond market had a good month, but it wasn’t enough to erase the declines from earlier in the year.


Data Source: Standard an Poors.  The S&P 500, S&P MidCap 400, S&P Smallcap 600, and the S&P Aggregate bond indexes are unmanaged indexes used to represent the performance of certain segments of the investment markets. An investment cannot be made directly in an index.  Past performance does not predict future results, and the rates of return shown are not guaranteed.  Investing involves risks, including the potential loss of principal.  Please consider all risks before making an investment.  Your actual investment results could be better or worse than what is shown.