Fear Returns to the Market – Good for Investors?
First quarter stock market gains were erased during May and June leaving values well below the high water mark reached in the fall of 2007. As the chart shows, large-cap stocks (S&P 500) have lost nearly 10% annually over the past three years.
Market Analysis
Financial markets continued their winning ways in the first quarter of 2010 marking four consecutive quarters of positive stock market returns. The chart at right shows the impressive performance of small company stocks during the past three months and the fact that all major asset classes had positive returns.
Market Commentary
The Year Was Good, But Not Remarkable By Historical Standards The history books will show that 2009 was above average but an unremarkable year for stock market performance. The S&P 500 returns exceeded 26% for the calendar year, which barely qualifies as top-quartile performance as 19 of the previous 80 calendar year periods saw higher […]
A Look at the Future
As we venture into 2010 and beyond, I would like to share some information about our firm, Rockbridge Investment Management. We have a clear vision for why we exist as a firm. While our vision guides what we do on a daily basis, it is important to know where we stand today and set goals […]
