Category Archives for "Waypoints"

Jan 14

4th Quarter Client Note

By Steven Smith | Waypoints

The S&P 500 (Total Return) Index gained 9.07% in 2019’s final quarter. Bringing the advance for the year to 31.49% — and for the decade, to an average annual 13.56%. (And yet, all anybody wants to talk about is how poorly their bonds are performing. The Bloomberg Barclays US Aggregate Bond Index eked out a […]

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Oct 14

3rd Quarter Client Note

By Steven Smith | Financial News , Waypoints

After a fitful bout of volatility during the month of August, including an 800 point one-day drop in the Dow Jones Industrial Average, the S&P 500 (Total Return) Index turned in a respectable 1.70% gain for the quarter. That brought the year-to-date return to an extraordinary 20.55%. (For context, the most recent 12-month return, which […]

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