Weekly Market Recap | June 18, 2024

Week in Review Equity Markets: The NASDAQ and S&P 500 continued their climbs to new record highs last week. The S&P 500 ended the week up 1.6% while the NASDAQ finished up by 3.3%. Large Cap Growth continues to outpace its value counterpart. The Russell 1000 Growth finished the week up 3.48% and the value index fell 1.11% as investors…

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Weekly Market Recap | June 10, 2024

Week in Review Equity Markets: The markets recovered from the small pullback that occurred the prior week. The S&P 500 ended the week up 1.36%. Large-cap growth significantly outperformed its value counterpart. The Russell 1000 Growth finished the week up 2.72% compared to the Russell 1000 Value Index ending down 0.82%1. Small caps also lagged the broader markets with the…

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Avoid Over-Contributing to These Tax-Advantaged Accounts | Krilogy Tax Services®

Health Savings Accounts (HSAs), 401(k) retirement plans, and Individual Retirement Accounts (IRAs) are popular options for individuals looking to enjoy tax benefits while saving for retirement and health care expenses.  However, like any financial account, there are rules and limits to follow to ensure that you avoid penalties and taxes.  A common mistake individuals make is over-contributing to these accounts,…

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Weekly Market Recap | May 21, 2024

Week in Review Equity Markets: Last week saw all major indices hit new record highs. On Wednesday, the S&P 500 reached 5,325 and the Dow topped the 40,000 level for the first time. The Russell 1000 Growth Index extended its year-to-date gain to 13.34%, well above its value counterpart’s return of 8.95%. Emerging markets were the top performer last week,…

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Weekly Market Recap | May 6, 2024

Week in Review Equity Markets: The S&P 500 extended its winning streak to two weeks following strong earnings reports and a moderating labor market. The S&P 500 finished the week up 0.56%. The style trend swung back to Large-Cap Growth last week. The Russell 1000 Growth finished the week up 1.02% while its value counterpart was essentially flat for the…

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Weekly Market Recap | April 29, 2024

Week in Review Equity Markets: The S&P 500 reversed the recent trend and finished the week positive for the first time in three weeks. The index finished up 2.68% behind strong tech earnings and a tech rally late in the week. The NASDAQ finished the week up 4.23%. The spread between large-cap growth and large-cap value remains but is narrowing….

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Quarterly Market Newsletter | April 2024

Q1 2024 Review Following a year of narrow breadth in the market, where only a few companies in the S&P 500 drove the majority of the index’s return, the first quarter saw breadth expand. The S&P 500 finished the quarter up 10.56%, outpacing the NASDAQ’s 9.3% return[1]. The Russell 1000 Growth finished the quarter up 11.41%, continuing its leadership relative…

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Weekly Market Recap | April 8, 2024

Week in Review Equity Markets: The S&P 500 slowed in the first trading week of the new quarter. The index ended the week down 0.93% following a broad sell-off on Thursday. The Russell 1000 Growth fared better than its Value counterpart, ending the week only down 0.67% and 1.33% respectively1. A rally in commodities, specifically oil, which saw WTI Oil…

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Weekly Market Recap | April 1, 2024

Week in Review Equity Markets: The S&P 500 posted a modest gain of 0.4% for the week but closed the week at a new high of 5,254. The S&P finished the first quarter up 10.2%, its strongest first quarter performance since 20191. The style gap narrowed as the quarter went along. The Russell 1000 Growth finished the quarter up 11.41%…

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Weekly Market Recap | March 11, 2024

Week in Review Equity Markets: The S&P 500 finished the week fractionally lower at -0.23% as recent winners dragged the market lower. The Russell 1000 Growth finished the week down 1.27% while its value counterpart finished the week in the green by 1.12%1. Small caps also reversed the recent trend with the Russell 2000 finishing the week up 0.34%. 99%…

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