Summary U.S. large-cap stocks gained 2.8% in the first month of 2025 while U.S. small-cap stocks rose by 2.6%. U.S. intermediate-term bonds rose by a

Summary U.S. large-cap stocks hit over 50 new all-time highs in 2024, ending the year up 25%. U.S. small-cap stocks gained 11%, and U.S. intermediate-term

Summary U.S. equities rallied post-election. Large-cap stocks rose 6%, and small-cap stocks increased by 11% in November. International equities not only underperformed but ended the

Summary U.S. large-cap stocks declined 0.9% in October while small-cap stocks declined by 1.4%. Bonds also fell; the Bloomberg U.S. Aggregate Bond Index decreased 2.5%.

Summary U.S. large-cap stocks gained 5.9% during the third quarter while U.S. small caps rose 9.3%. The Bloomberg U.S. Aggregate Bond Index had its best

Summary Despite early declines, U.S. large cap stocks recovered to end August up 2.4%, but U.S. small cap stocks finished down 1.5%. U.S. intermediate-term bonds