Quarterly review of market returns and performance for Q3 of 2024.
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Quarterly Market Report Q2 2024
Quarterly review of market returns and performance for Q2 of 2024.
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Quarterly Market Report Q1 2024
Quarterly review of market returns and performance for Q1 of 2024.
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Quarterly Market Report Q4 2023
Quarterly review of market returns and performance for Q4 of 2023.
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Quarterly Market Report Q3 2023
Quarterly review of market returns and performance for Q3 of 2023.
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Quarterly Market Report Q2 2023
Quarterly review of market returns and performance for Q2 of 2023.
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Quarterly Market Report Q1 2023
Quarterly review of market returns and performance for Q1 of 2023.
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Quarterly Market Report - Q4 2022
Quarterly review of market returns and performance for Q4 of 2022.
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2023 IRS Limits
The IRS recently announced the 2023 Limits. More information can be found on irs.gov website.
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Quarterly Market Report - Q3 2022
Quarterly review of market returns and performance for Q3 of 2022.
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Quarterly Market Report - Q2 2022
Quarterly review of market returns and performance for Q2 of 2022.
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Quarterly Market Report - Q1 2022
Quarterly review of market returns and performance for Q1 of 2022.
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Quarterly Market Report - Q4 2021
Quarterly review of market returns and performance for Q4 of 2021.
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2022 IRS Limits
The IRS recently announced the 2022 Limits. More information can be found on irs.gov website.
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Quarterly Market Report - Q3 2021
Quarterly review of market returns and performance for Q3 of 2021.
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Quarterly Market Report - Q2 2021
Quarterly review of market returns and performance for Q2 of 2021.
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Quarterly Market Report - Q1 2021
Quarterly review of market returns and performance for Q4 of 2020.
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Quarterly Market Report - Q4 2020
Quarterly review of market returns and performance for Q4 of 2020.
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2021 Plan Limits
The 2021 Plan Limits were released earlier this month. Click the image to see the full chart. Knowing what has changed - and what hasn’t - can be crucial to planning for your 2021 savings.
What History Tell Us About the US Presidential Elections and the Market
It’s natural for investors to look for a connection between who wins the White House and which way stocks will go. But as nearly a century of returns shows, stocks have trended upward across administrations from both parties. Data and chart provided by Dimensional Fund Advisors.
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