Author Archive for: ‘tbruno’

Investment Summary as of September 30, 2015

The 3rd quarter was a difficult one for equities. U.S. stocks in the S&P 500 Index declined 6.4%. The Dow Industrials declined 7.6%. International developed market stocks in the MSCI EAFE Index declined 10.8%. During these times, we must remind ourselves to not be overly influenced by short-term market swings. Our investment philosophy is based on a long-term view of […]

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Investment Summary as of August 31, 2015

Below our summary is a note from Wespath, our investment manager, addressing the recent stock market declines August was an extremely volatile month for the stock markets. U.S. stocks in the S&P 500 Index declined 6.0%. International developed market stocks in the MSCI EAFE Index declined 7.6%. During these times, we must remind ourselves to not be overly influenced by […]

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Investment Summary as of June 30, 2015

Stocks and bonds sold off in June resulting in a relatively flat quarter for stocks. Large company U.S. stocks in the S&P 500 Index declined 1.9% in June and gained 0.3% for the quarter. International developed market stocks in the MSCI EAFE Index declined 3.0% in June and 0.4% for the quarter. The Barclays Capital U.S. Bond Index was down […]

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Investment Summary as of May 31, 2015

The markets were mixed in May. Large company U.S. stocks in the S&P 500 Index gained 1.3% for the month. These gains were offset by global equities and fixed income strategies resulting in a relatively flat month for our diversified portfolios. International developed market stocks in the MSCI EAFE Index declined (1.1%). The Barclays Capital U.S. Bond Index was down […]

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Investment Summary as of April 30, 2015

U.S. stocks were mixed in April. Large company stocks in the S&P 500 Index gained 1.0% for the month. Small company stocks in the Russell 2000 Index declined 2.6%. International developed market stocks in the MSCI EAFE Index were up 3.7%. International stocks have seen a significant reversal in 2015. After a negative 2014, the MSCI EAFE Index is up […]

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Investment Summary as of March 31, 2015

The first quarter was volatile for equities. After starting the year with a negative January, the Dow Jones Industrial Average and the S&P 500 Index saw all-time highs in February; only to retreat again in March. U.S. stocks in the S&P 500 Index gained 1.0% for the quarter. International developed markets in the MSCI EAFE Index were up 4.2%. The […]

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Investment Summary as of February 28, 2015

February was an excellent month for stock markets around the world. The Dow Jones Industrial Average and the S&P 500 Index saw all-time highs in February. The Nasdaq composite set an intra-day high yesterday. U.S. stocks in the S&P 500 Index gained 5.8% in February. Developed markets in the MSCI EAFE Index were also up 5.8%. The Barclays Capital U.S. […]

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Investment Summary as of January 31, 2015

After leading the markets in 2014, U.S. stocks in the S&P 500 Index declined 3.0% in January. International stocks recovered the last half of the month to finish in positive territory. Developed markets in the MSCI EAFE Index were up 0.4%. The Barclays Capital U.S. Aggregate Bond Index was up 2.1%. The Diversified Fund and Endowment Investment Fund declined 0.6% […]

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Investment Summary as of December 31, 2014

Equity returns were mixed for 2014. Concerns about global economic growth, the health of emerging markets, and sharp declines in energy prices weighed on the markets. U.S. stocks in the S&P 500 Index still had a solid year gaining 13.7%. International stocks were under more pressure. Developed markets in the MSCI EAFE Index were down 7.4%. The Barclays Capital U.S. […]

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Investment Summary as of November 30, 2014

November headlines, particularly those close to home, continued to be dominated by sharp declines in the energy sector. The broad markets were able to absorb these losses and advance for the month. The S&P 500 Index gained 2.7%. Internationally, developed markets in the MSCI EAFE Index were up 1.2%. The Barclays Capital U.S. Aggregate Bond Index was up 0.7%. The […]

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