Advanced Wealth Management

Market Updates

Ted Haley Ted Haley

Markets Rebound in July

July was a strong start to the second half of the year for markets, with all three major U.S. indices experiencing gains: the S&P 500, Dow Jones Industrial Average (DJIA), and Nasdaq Composite rose 9.22 percent, 6.82 percent, and 12.39 percent, respectively. Although all three indices are still in red for the year, these results helped offset second quarter losses.

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Ted Haley Ted Haley

June Selloff Adds to Challenging Quarter for Markets

Equity markets experienced widespread selloffs in June. Fears of a potential recession and high inflation weighed heavily on investors, capping off a challenging second quarter. All three major U.S. indices ended the month and quarter down: the S&P 500 lost 8.25 percent (month) and 16.1 percent (quarter); the Dow Jones Industrial Average lost 6.56 percent (month) and 10.78 percent (quarter); and the Nasdaq Composite lost 8.65 percent (month) and 22.28 percent (quarter).

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Ted Haley Ted Haley

Mixed May for Markets

Markets sold off early in May before a late-month rally brought them close to even and led to mixed results for the three major U.S. equity indices. The S&P 500 gained 0.18 percent while the Dow Jones Industrial Average (DJIA) gained 0.33 percent. The Nasdaq Composite was down 1.93 percent.

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Ted Haley Ted Haley

April Showers for Markets

It was a rocky start to the spring for markets, with all three major U.S. indices ending the month in the red. The S&P 500 lost 8.72 percent in April while the Dow Jones Industrial Average (DJIA) dropped 4.82 percent. The Nasdaq Composite saw the largest drop as the index’s heavy weighting toward technology companies led to a 13.24 percent decline in April.

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Ted Haley Ted Haley

Positive March Wraps Shaky Quarter for Markets

Equity markets partially bounced back in March. The S&P 500, Dow Jones Industrial Average (DJIA), and Nasdaq Composite gained 3.71 percent, 2.49 percent, and 3.48 percent, respectively. For the quarter, the S&P 500, DJIA, and Nasdaq Composite lost 4.60 percent, 4.10 percent, and 8.95 percent, respectively.

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Ted Haley Ted Haley

Solid December Caps Off a Strong Year for Markets

Markets rallied to finish out 2021, with all three major U.S. indices notching gains for the month, quarter, and year. The S&P 500 gained 4.48 percent in December, 11.03 percent for the quarter, and 28.71 percent for the year. The Dow Jones Industrial Average (DJIA) returned 5.53 percent in December, 7.87 percent for the quarter, and 20.95 percent for the year. The Nasdaq Composite posted returns of 0.74 percent, 8.45 percent, and 22.18 percent, respectively, for the month, quarter, and year.

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Ted Haley Ted Haley

Mixed Month for Markets

Equity market returns were mixed in November due to the appearance of the COVID-19 Omicron variant. The S&P 500 declined 0.69 percent and the Dow Jones Industrial Average (DJIA) declined 3.50 percent. The Nasdaq Composite managed to eke out a 0.33 percent return.

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Ted Haley Ted Haley

Sweet October for Markets

Markets rebounded from September’s pullback with strong results in October, driven by improving economic conditions and a better-than-expected start to earnings season. The Dow Jones Industrial Average gained 5.93 percent, while the S&P 500 saw a 7.01 percent gain. The Nasdaq Composite led the way with a strong 7.29 percent return. These positive results helped all three indices to record highs.

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Ted Haley Ted Haley

Rocky September Leads to Mixed Quarter for Markets

Markets pulled back sharply in September after setting record highs in August. The S&P 500 declined 4.65 percent in September but gained 0.58 percent for the quarter; the Dow Jones Industrial Average fell 4.20 percent for the month and 1.46 percent for the quarter; and the Nasdaq Composite declined 5.27 percent in September and 0.23 percent for the quarter.

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Ted Haley Ted Haley

Strong August for Markets

Markets continued to rally in August, with all three major U.S. indices setting record highs. The Dow Jones Industrial Average gained 1.50 percent, the S&P 500 notched a 3.04 percent return, and the Nasdaq Composite led with 4.08 percent.

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Ted Haley Ted Haley

Solid July for Markets

July was a positive month for most markets despite rising medical risks. The three major U.S. indices saw all-time highs as the Nasdaq Composite gained 1.19 percent, the Dow Jones Industrial Average gained 1.34 percent, and the S&P 500 gained 2.38 percent.

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Ted Haley Ted Haley

Positive June Caps Off Strong Quarter for Markets

Equity markets rallied in June, capping off a positive month and quarter for U.S. indices. The S&P 500 gained 2.33 percent in June and 8.55 percent for the quarter. The Nasdaq rose by 5.55 percent during the month and 9.68 percent for the quarter. The Dow Jones Industrial Average gained 0.02 percent in June and 5.08 percent for the quarter.

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Ted Haley Ted Haley

Mixed May for Markets

Equity markets started off strong in May, but volatility later in the month led to a partial pullback. The early gains brought the S&P 500 and Dow Jones Industrial Average (DJIA) to all-time highs. The Nasdaq Composite suffered from additional volatility due to its heavy technology weighting. The S&P 500 gained 0.70 percent, and the DJIA saw a 2.21 percent return. The Nasdaq Composite fell by 1.44 percent.

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Ted Haley Ted Haley

Markets Rally as Economic Recovery Accelerates

April was a strong month for U.S. equity markets, with the three major indices setting all-time highs. The Dow Jones Industrial Average gained 2.78 percent, and the S&P 500 saw a 5.34 percent increase. The Nasdaq Composite led the way with a strong 5.43 percent gain.

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Ted Haley Ted Haley

Solid Month Caps Positive Quarter for Markets

U.S. stock markets saw gains for the month and quarter. The Nasdaq Composite gained 0.48 percent during March. The S&P 500 and Dow Jones Industrial Average (DJIA) saw stronger results, up by 4.38 percent and 6.78 percent, respectively. On a quarterly basis, the Nasdaq Composite gained 2.95 percent, and the S&P 500 gained 6.18 percent. The DJIA led the way with an 8.29 percent return.

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Ted Haley Ted Haley

Markets Rebound in February

After a weak January, equity markets rebounded in February, despite some late-month volatility driven by a spike in U.S. interest rates. The S&P 500 gained 2.76 percent in February, while the Dow Jones Industrial Average increased by 3.43 percent. The heavily technology-weighted Nasdaq Composite gained 1.01 percent.

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Ted Haley Ted Haley

Mixed start to year for markets

Markets took a bit of a break to start the year, as volatility pulled back earlier gains. The S&P 500 ended the month down 1.01 percent, and the Dow Jones Industrial Average dropped 1.95 percent. The Nasdaq Composite did better, finishing the month with a 1.44 percent gain.

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Ted Haley Ted Haley

Strong December caps off solid year for markets

Markets continued to rally in December. The Nasdaq Composite led the way with a 5.71 percent gain for the month. The S&P 500 gained 3.84 percent, and the Dow Jones Industrial Average (DJIA) rose by 3.41 percent. These results contributed to a strong quarter for markets. The Nasdaq returned 15.63 percent while the S&P 500 gained 12.15 percent and the DJIA returned 10.73 percent. For the year, DJIA gained 9.72 percent, the S&P 500 returned 18.40 percent, and the Nasdaq gained 44.92 percent.

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