Read through the blog here, or skip to Jason’s January 2024 Market Update video below. Markets generally left 2023 better than they found it with the S&P 500 gaining 24% along with 17% and 16% for small-cap and international stocks respectively, followed by...
Is the Strong Start Indicative for the Remainder of 2012? U.S. stock markets started off the year very strong with the S&P 500 returning 12.59% for the first quarter of 2012. On the other hand the main bond benchmark index was up only 0.3% for the quarter. This is...
Market Returns As of 9/30/2011 Index Name Market Segment Year to Date Returns 5 Year Annualized Returns S&P 500 U.S. Large Cap -8.68% -1.18% Russell 2000 U.S. Small Cap -17.02% -1.02% MSCI EAFE International -14.98% -3.46% MSCI Emerging Emerging Mkts...
