Subscribe Now

Name(Required)

August 4, 2025

July 2025 Market & Economic Recap

Stock Market In what was an eventful month on Wall Street, revised tariff policies and lackluster Big Tech earnings saw the stock market edge lower in the last days of July, muting earlier gains. While there is further consternation about the latest jobs report, a bullish long-term forecast remains. Through the month of July, the stock market’s three major indices performed as follows: S&P 500 +2.2% DOW +0.1% Nasdaq +3.7% Source: https://www.cnbc.com/2025/07/31/stock-market-today-live-updates.html   Inflation Inflation ticked up in June, with the Consumer Price Index for All Urban Consumers (CPI-U) rising 0.3% on a seasonally adjusted basis, following a 0.1% increase […]
July 1, 2025

June 2025 Market & Economic Recap

Stock Market June saw the second straight month of significant gains on Wall Street, finishing up a strong second quarter. For the month, the stock market’s three major indices performed as follows: S&P 500 5% The Dow 4.3% Nasdaq 6.6% Recent market sentiment has improved, driven by a more stable geopolitical environment following a cease-fire between Israel and Iran, renewed hopes for U.S. trade deals that could reduce tariffs, and growing optimism that the Federal Reserve may lower interest rates in the near future. For Q2 2025, the S&P 500 added more than 10%, the Nasdaq rose nearly 18%, and […]
June 2, 2025

May 2025 Market & Economic Recap

  Stock Market Despite early declines on the final trading day of the month, the U.S. stock market closed out a volatile yet impressive month of May. For the month, the market’s three major indices performed as follows: S&P 500 6.2% The Dow 3.9% Nasdaq 9.6% For the S&P 500, it was its strongest May performance since 1990 and its best overall month since November 2023, while the tech-heavy Nasdaq soared nearly double digits, driven by strength in the technology sector. Investors weighed tariff concerns alongside encouraging signs of easing inflation, as seen in the Fed’s preferred price measure. Despite […]
May 1, 2025

April 2025 Market & Economic Recap

  Stock Market April closed a volatile month with a rebound despite weaker than anticipated economic growth numbers, although the S&P 500 and Dow still ended the month down while the tech-heavy Nasdaq eked out a slight gain. For the month, the stock market’s three major indices performed as follows: S&P 500 -0.8% The DOW -3.2% Nasdaq +0.9% Source: https://www.cnbc.com/2025/04/30/stock-market-today-live-updates.html   GDP The U.S. economy unexpectedly shrank in the first quarter of 2025, marking the first contraction in three years. According to the Bureau of Economic Analysis, GDP declined at an annualized rate of 0.3%, a sharper drop than the […]
April 2, 2025

March 2025 Market & Economic Recap

  Stock Market Stocks gave up ground in March, posting steep losses to follow up on the previous month’s decline. For the month, the market’s major indices performed as follows: The Dow -4.2% S&P 500 -5.8% Nasdaq Composite -8.2% It was the S&P 500’s largest decline since December 2022, while the Nasdaq had its worst month since September 2022. Looking at the stock market through the first quarter of 2025, the S&P 500 has dropped 4.6%, the Dow is off 1.3%, and the Nasdaq has nosedived more than 10%.   Inflation Inflation in the U.S. slowed in February for the […]
March 3, 2025

February 2025 Market & Economic Recap

Stock Market Amid rising geopolitical risks and economic tensions, the stock market ended a volatile February on a high note on the final day of trading despite being in the red for the month. The stock market’s three major indices performed as follows in February: S&P 500 -1.4% The DOW -1.6% Nasdaq -3.9% It was the tech-heavy Nasdaq’s worst month since April 2024. Jobs and Employment The U.S. economy added 143,000 jobs in January, while the unemployment rate edged down to 4.0%, according to the latest report from the Bureau of Labor Statistics. Despite challenges such as severe winter weather, […]
February 3, 2025

January 2025 Market & Economic Recap

  Stock Market It was a wild final week of trading in January, but that didn’t stop the major indexes from ending the month in positive territory. The Dow Jones Industrial Average, S&P 500, and Nasdaq Composite all posted gains, even after a roller-coaster ride fueled by earnings reports, the Federal Reserve’s latest decision to keep interest rates steady, and some big AI news out of China—where startup DeepSeek unveiled a powerful, low-cost AI model. For the month of January, the stock market’s three major indices performed as follows: S&P 500 2.7% The Dow 4.7% Nasdaq 1.6% It was the third straight positive month […]
January 2, 2025

December 2024 Market & Economic Recap

Stock Market Stocks stumbled in December, limping to the finish line of 2024 with three straight days of significant losses, including the Dow’s worst monthly performance in more than two years. Despite December’s sluggishness, the major indexes posted sizable gains for the year. In fact, U.S. stocks concluded another extraordinary year on Wall Street on December 31st, driven by 2024’s surging demand for artificial intelligence, a surprisingly robust U.S. economy, and the Federal Reserve’s interest-rate reductions. These factors propelled the major stock indexes to numerous record highs throughout the year. The S&P 500 delivered another year of double-digit growth, climbing […]
December 2, 2024

November 2024 Market & Economic Recap

Stock Market U.S. stock markets saw lighter activity during a shortened session following Thanksgiving, but the major indexes finished a strong month on an up-beat. The S&P 500 and Dow Jones Industrial Average closed the last trading day of the month at record highs, with the Dow briefly surpassing 45,000 intraday before settling slightly lower. For the month of November, the stock market’s three major indexes performed as follows: The Dow 7.5% S&P 500 5% Nasdaq Composite 6% These advances capped off a winning week and month, driven by momentum from the postelection rally following President-elect Donald Trump’s victory. In […]
November 2, 2024

October 2024 Market & Economic Recap

Stocks A steep downturn on the last trading day of the month led Wall Street’s major indices to a losing month amid heightened anxiety about the U.S. election and an AI hangover. For the month of October, the stock market’s three major indices performed as follows: The Dow -1.3% S&P 500 -1.0% Nasdaq -0.5% The Dow and S&P 500 both snapped five-month winning streaks in October, while the Nasdaq saw its two-month run of positive gains come to an end. Jobs & Unemployment In September, the U.S. economy added 254,000 new jobs, shattering the Dow Jones economist poll forecast of […]
Advisor Log In