Brian
3 days ago
Quarterly Market Overview - Q4 2024
U.S. Large Cap stocks were the only equities to make any real gains. Mid & Small Caps were barely positive. Developed markets outside of ...
Brian
Dec 13, 2024
Monthly Market Data - November 2024
Major asset classes were mixed during November. Domestic equities were positive, along with Real Estate and Fixed Income. Non-US equity ...
Brian
Nov 8, 2024
Monthly Market Data - October 2024
Most major asset classes were negative in October. Commodities were the lone positive asset class. A basket of broad commodities rose 1.43%
Brian
Oct 18, 2024
Quarterly Market Overview - Q3 2024
Real Estate was the best performing asset class in the quarter. An improving interest rate environment (see below) was supportive for the...
Brian
Sep 12, 2024
Monthly Market Data - August 2024
Small Cap stocks produced negative returns for the Core, Value, and Growth styles. Growth and Value leadership was mixed across the capital
Brian
Aug 22, 2024
Monthly Market Data
Seven of eight major asset classes were positive. Small Cap equities had the highest return, while Commodities were the lone asset class ...
Brian
Jun 7, 2024
Monthly Market Data
U.S. Large Cap and International Developed markets had the highest returns for the month ending May 31, 2024. U.S. Small cap was a close sec