Article

U.S. Stocks Ended the Year Well

U.S. Stocks Ended the Year Well

This market overview shows the recent recovery in stocks. U.S. stocks average a 10% return, but they very rarely return their average in a calendar year as they did in 2023. Also take a look at the bond market average for 2023, along with data on money market, bond assets, and cash yields. Included is an interesting look at the historic market performance in election years.

January 29, 2024
U.S. Stocks Ended the Year Well
Important Disclosure: Content on our website and in our newsletters is for informational purposes only. The information provided may (or may not) directly apply to your situation. We recommend that readers work directly with a professional advisor when making decisions in the context of their specific situation.

Other content you may like

  • Roundtable Template

    Investments in Volatile Times

    May 26, 2022
    In this Mid-Quarter Roundtable Adam, Chris, Jason, and Kyle recap where we are at for 2022 so far, including inflation data, lower stocks, and lower bonds with rising interest rates. The team wraps up with where they see things going by the end of the year(-ish).  Along the way, they address common questions clients are asking right now.
    Read this Article
  • Living Beyond Your Means

    Living Beyond Your Means

    October 31, 2022
    Living beyond your means won’t bring happiness or satisfaction. It’s a common problem in our culture because we are bombarded by endless advertising encouraging consumption. Even financially successful people struggle with a sense of scarcity. If you feel that no matter how much money you earn is never enough, how do you make a plan? This article gives tips on how to face your financial fears.
    Read this Article
  • After a Federal Reserve Pause

    After a Federal Reserve Pause

    June 2, 2023
    With a focus on how the Market responds to a Federal Reserve pause, this month we examine the effect on Stocks and Bonds. Also included is a deeper look at Money Market assets and their recent historic peaking, along with U.S. debt ceiling concerns and an overview of what’s driving the market these days.
    Read this Article
  • May Student of the Market

    May 27, 2025
    In 2025, diversification helps with stock market volatility, and April saw the volatility index rise to its highest point since the pandemic. We also look at alternative strategies, bond performance, and scenarios surrounding interest rate cuts later in the year.
    Read this Article
  • The link you have selected is located on another server. The linked site contains information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of this organization. We do not endorse, approve, certify, or control any linked websites, their sponsors, or any of their policies, activities, products, or services. We do not assume responsibility for the accuracy, completeness, or timeliness of the information contained therein. Visitors to any linked websites should not use or rely on the information contained therein until they have consulted with an independent financial professional. Please click “Continue to Link” to leave this website and proceed to the selected site.
    phone-handset