As of September 30, 2022, the U.S. stock and bond markets were both in bear market territory. The negative performance has been historic. The news is ugly. The
The U.S. stock market was down -16.85% in the first quarter and down -21.28% year to date. The U.S. bond market was down -3.78% in June and down -9.14% year to
The U.S. stock market was down -5.33 in the first quarter of 2022. The U.S. bond market was down similarly -5.58 in the first quarter. The volatility that
The U.S. stock market was up 0.03% in the third quarter of 2021 and up 14.92% year to date. The U.S. bond market was down -1.08% in the third quarter and down
The U.S. stock market was up 8.37% in second quarter of 2021 and up 14.88% year to date. The U.S. bond market improved in the second quarter, up 1.75% for the
The U.S. stock market was up 6.01% for the first quarter of 2021.
Volatility returned to U.S. equity markets as bond yields surged. Rising interest rates
Wow what a year in the stock market!
We started the year hearing about Coronavirus for the first time. Then the first Coronavirus death occurred in February in
The U.S. stock market was up an impressive 9.24% for the third quarter, which is somewhat surprising given the market correction that occurred in September.
T
The U.S. stock market was up 21.98% in the second quarter of 2020, producing an incredible “v shaped” recovery from the first quarter which was down -20.57%.
The numbers are in for one of the worst quarters in the history of the U.S. stock market. The U.S. market was down -20.57% for the first quarter of 2020.
In
CARES Act is the stimulus legislation passed to address the economic damage created by the shutdown of the country to deal with the Coronavirus. The CARES Act
The SECURE Act was included in a spending bill that was passed at the deadline to keep the government funded.
The Provisions:
Required Minimum Distribution
