

Monthly Market Data - August 2025
Most asset classes were positive; Treasury yields moved lower Asset Class Returns Major Asset Class Returns for the Month Ending August...

Brian
Sep 18


Monthly Market Data - July 2025
Major asset classes were mixed in July. Domestic equities were positive while International Developed equities were negative. Emerging Market equities posted small gains.
Rising yields pressured Fixed Income securities (more below). The broad bond ETF declined by 0.26%.
The two physical assets had diverging returns. Commodities produced the best return in July with Gold up 1% and the price of Oil up over 6%. Real Estate had the second-worst return with a 0.97% decline.
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Brian Harvey
Aug 21


Quarterly Market Data - June 2025
Global equities had strong performances in the second quarter of 2025. Non-U.S. market edged out U.S. Large Cap for the top two spots.
U.S. Mid and U.S. Small Cap had the lowest equity returns at just under 8.50% each.
Fixed Income generated a small positive return in the three-month period. Interest rate moves at the short and long durations (see below) hindered bond returns.
Hard assets were lower. The Real Estate class declined 1.15%. A broad basket of commodities declined

Brian
Jul 18


Quarterly Market Overview - Q1 2025
Domestic equities declined while other major asset classes were positive. International Developed equities had the best performance. U.S....

Brian
Apr 11


Monthly Market Data - February 2025
Domestic equities were among the worst performing asset classes in February. U.S. Small Cap stocks had the largest decline, followed by ...

Brian
Mar 7


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
Dec 13, 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
Nov 8, 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
Oct 18, 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
Aug 22, 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

Brian
Jun 7, 2024


Banking Boondoggle
It was an interesting week in bank stocks, to put it mildly. When equity markets opened on Monday, traders were reacting to the news that...

Brian
Mar 17, 2023