Advanced Wealth Management

Market Updates

Ted Haley Ted Haley

Stocks Rally in November

November was a strong month for equities, as investors poured into U.S. stocks following Donald Trump’s election victory early in the month. The S&P 500 gained 5.87 percent in November while the Dow Jones Industrial Average was up 7.74 percent. The Nasdaq Composite finished the month up 6.29 percent after a late-month rally for technology companies. All three indices set record highs during the month, highlighting rising investor optimism for faster growth ahead.

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Ted Haley Ted Haley

Stocks Slide in October

It was a disappointing month for stocks in October as a late-month sell-off caused all three major U.S. indices to end the month in the red. The S&P 500 lost 0.91 percent in October while the Nasdaq Composite dropped 0.49 percent. The Dow Jones Industrial Average lagged its peers and dropped 1.26 percent to start the fourth quarter. Concerns about future growth prospects for large technology companies served as a headwind for stocks during the month.

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Ted Haley Ted Haley

Solid Month for Stocks

August was an encouraging month for stocks, as markets ended the month in positive territory despite a brief sell-off at the start of the month. The S&P 500 gained 2.43 percent while the Dow Jones Industrial Average managed a 2.03 percent return. The technology-heavy Nasdaq Composite index lagged its peers but ended the month up 0.74 percent.

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Ted Haley Ted Haley

Mixed Month for Stocks

July was a mixed month for stocks, as investors rotated away from large technology companies into a more diversified approach. The S&P 500 gained 1.22 percent during the month while the Dow Jones Industrial Average managed a 4.51 percent gain. The technology-heavy Nasdaq Composite index lagged its peers but ended the month down only 0.73 percent following a last-day rally.

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Ted Haley Ted Haley

Markets Rebound in May

Markets rallied in May, with all three major U.S. indices up for the month. The S&P 500 gained 4.96 percent, the Dow Jones Industrial Average grew 2.58 percent, and the Nasdaq Composite soared 6.98 percent. Equity markets were supported by solid earnings growth and lower interest rates.

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Ted Haley Ted Haley

Markets Pull Back

All three major U.S. indices tumbled in April. The S&P 500 lost 4.08 percent, the Dow Jones Industrial Average fell 4.92 percent, and the Nasdaq Composite dropped 4.38 percent. The sell-off, which was the first monthly decline this year after a strong first quarter for stocks, was primarily due to rising interest rates during the month.

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Ted Haley Ted Haley

Strong Start to the Year for Stocks

It was a positive March for stocks, capping off a strong quarter to start the year. The S&P 500 gained 3.22 percent in March and an impressive 10.56 percent in the first quarter. The Dow Jones Industrial Average was up 2.21 percent during the month and 6.14 percent for the quarter. The Nasdaq Composite lagged its peers during the month but still had a strong start to the year, with a 1.85 percent gain in March and a 9.31 percent rise for the quarter. Improving fundamentals and a healthy economic backdrop helped drive the gains in the first quarter.

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Ted Haley Ted Haley

Stocks Rally in February

February was a good month for stocks, with all three major U.S. indices ending the month in positive territory. The S&P 500 gained 5.34 percent in February while the Dow Jones Industrial Average rose by 2.50 percent. The Nasdaq Composite saw the largest gains during the month, with the technology-heavy index up more than 6.22 percent. Technology stocks rallied notably in February, due in part to increased investor optimism surrounding the potential for artificial intelligence-related investments.

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Ted Haley Ted Haley

Positive Start to the Year

It was a solid start to the new year for markets, with all three major U.S. equity indices starting the year in positive territory. The S&P 500 gained 1.68 percent in January while the Dow Jones Industrial Average (DJIA) was up 1.31 percent. The Nasdaq Composite lagged its peers slightly during the month, as the technology-heavy index gained 1.04 percent in January. While the market gains in January were smaller than those in December, this still marked three consecutive months with positive returns for all three indices.

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Ted Haley Ted Haley

Solid December Caps Strong Year for Markets

Markets continued to rally in December, with the positive returns during the month contributing to a strong end to the year. The S&P 500 gained 4.54 percent in December, 11.69 percent in the fourth quarter, and an impressive 26.29 percent over the course of the year. The Dow Jones Industrial Average (DJIA) was up 4.93 percent for the month, 13.09 percent for the quarter, and 16.18 percent for the year. The technology-heavy Nasdaq Composite saw the largest gains with the index up 5.58 percent in December, 13.79 percent during the quarter, and 44.64 percent for the year. Markets were boosted by signs of continued economic growth and falling interest rates at year-end.

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Ted Haley Ted Haley

Markets Rebound in November

Equity markets surged in November, offsetting losses from the prior three months. All three major U.S. indices were up notably for the month. The S&P 500 gained 9.13 percent while the Dow Jones Industrial Average (DJIA) rose 9.15 percent. The technology-heavy Nasdaq Composite led the way, with a strong 10.83 percent return in November. Equities benefited from falling interest rates throughout November, which helped drive valuations up during the month.

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Ted Haley Ted Haley

Tricks Not Treats for Markets in October

Equity markets continued to drop in October, with all three major U.S. indices down for the third consecutive month. The S&P 500 lost 2.1 percent while the Dow Jones Industrial Average declined 1.26 percent. The Nasdaq Composite saw the largest drop, with the technology-heavy index down 2.76 percent in October and rising long-term interest rates weighing on stock valuations.

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Ted Haley Ted Haley

September Sell-off Caps Challenging Quarter

Equity markets fell for the second consecutive month in September, causing all three major U.S. indices to end the month and quarter in the red. The S&P 500 lost 4.77 percent for the month and 3.27 percent for the quarter. The Dow Jones Industrial Average (DJIA) was down 3.42 percent in September and 2.10 percent for the quarter. The Nasdaq Composite saw the largest declines, with the technology-heavy index dropping 5.77 percent for the month and 3.94 percent for the quarter. Rising rates and concerns surrounding a potential government shutdown at month-end weighed on equities.

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Ted Haley Ted Haley

Markets Pull Back in August

Equity markets fell in August as investors pulled back from riskier investments. The S&P 500 lost 1.59 percent, the Dow Jones Industrial Average lost 2.01 percent, and the Nasdaq Composite dropped 2.05 percent. Despite the modest August declines, all three major U.S. indices remained in positive territory for the quarter and year-to-date.

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Ted Haley Ted Haley

Solid July for Markets

Equity markets rallied in July, with rising investor confidence helping to support stocks to start the second half of the year. The S&P 500 rose 3.21 percent during the month while the Dow Jones Industrial Average gained 3.44 percent. The Nasdaq Composite led the way with a 4.08 percent gain as technology stocks continued to rally. These positive results helped bring all three indices near their respective all-time highs that were set in late 2021 and early 2022.

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Ted Haley Ted Haley

Equity Markets Surge in June

June was a strong month for equity markets as resolution of the debt ceiling impasse helped lower uncertainty and supported a risk-on environment. The positive monthly returns capped a solid quarter for stocks. The S&P 500 gained 6.61 percent for the month and 8.74 percent for the quarter. The Dow Jones Industrial Average rose 4.68 percent in June and 3.97 percent for the quarter. The technology-heavy Nasdaq Composite led the way, returning 6.65 percent in June and 13.05 percent in the quarter.

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Ted Haley Ted Haley

Mixed May for Markets

Equities experienced a mixed month in May as technology-related stocks rallied while most other sectors remained flat or fell. The S&P 500 gained 0.43 percent while the Dow Jones Industrial Average fell 3.17 percent. The Nasdaq Composite led the way with a 5.93 percent return, supported by a surge in technology stocks due to a rise in investor enthusiasm surrounding AI at month-end.

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Ted Haley Ted Haley

Largely Positive April for Markets

Equity markets experienced continued gains in April, contributing to strong gains to start the year. The S&P 500 gained 1.56 percent, the Dow Jones Industrial Average notched a 2.57 percent return, and the Nasdaq Composite eked out a 0.07 percent increase.

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Ted Haley Ted Haley

Markets Rebound in March

Markets had a solid March, as a month-end rally helped bring all three major U.S. indices into positive territory for the month. The S&P 500 gained 3.67 percent while the Dow Jones Industrial Average (DJIA) increased 2.08 percent and the Nasdaq Composite notched a 6.78 percent gain. March results helped offset weakness in February and all three indices ended the quarter in the green. The S&P 500, DJIA, and Nasdaq gained 7.50 percent, 0.93 percent, and 17.05 percent, respectively, for the quarter.

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Ted Haley Ted Haley

Down Month for Markets

February was a challenging month for investors as early gains were wiped out by a late-month sell-off. All three major U.S. equity indices ended in the red. The S&P 500 and Dow Jones Industrial Average lost 2.44 percent and 3.94 percent, respectively. The Nasdaq Composite held up best, with the technology-heavy index down 1.01 percent. Rising bond yields pressured equity valuations and performance.

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