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Commentary - Q4 2025
During the fourth quarter of 2025, the market, as represented by the S&P 500 Index, produced a return of 2.7%. For the full year, the Index generated a 17.9% return. The S&P 500 Growth Stock Index returned 2.2% for the quarter and 22.2% for the year. The S&P 500 Value Index produced a 3.2% return for the recent quarter and a 13.2% return for the year. Other sectors of the market produced favorable returns in the fourth quarter as well. The S&P SmallCap Index returned 1.7% for
affinity
Feb 55 min read
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Commentary - Q2 2024
During the second quarter of 2024, the S&P 500 Index delivered a return of 4.3%, and this increase brought returns for the Index to 15.3%...
affinity
Jul 30, 20246 min read
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Commentary - Q1 2024
During the first quarter of 2024, the S&P 500 Index delivered a robust return of 10.6%, with investors directing their attention toward...
affinity
May 16, 20246 min read
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