Investment Commentary

Financial and investment insights from Withum Wealth.

Fall 2024 Investment Commentary
Investment Commentary
Fall 2024 Investment Commentary
U.S. equity markets saw broad gains in Q3, with all major indices posting positive returns. Notably, market leadership, which had been concentrated in large-cap tech, broadened as other sectors and asset classes joined the fun.
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Summer 2024 Investment Commentary
Investment Commentary
Summer 2024 Investment Commentary
Major US equity indices put in a mixed performance in Q2, with the Dow falling (1.7%), while major performance contributions from some of the Magnificent 7 stocks helped drive the S&P and Nasdaq 3.9% and 8.3% higher, respectively.
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Spring 2024 Investment Commentary
Investment Commentary
Spring 2024 Investment Commentary
Let the good times roll! The S&P 500 notched its biggest Q1 advance in half a decade, rising 10.2%. This marked the index's fifth gain in the last six quarters and a second straight double-digit quarterly percentage gain. Meanwhile, the Nasdaq narrowly missed what would have been its fourth double-digit percentage gain in the last five quarters.
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Winter 2024 Investment Commentary
Investment Commentary
Winter 2024 Investment Commentary
The Dow achieved an all-time high, while the S&P closed the year a touch short of its record close from January of 2022.
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Fall 2023 Investment Commentary
Investment Commentary
Fall 2023 Investment Commentary
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Summer 2023 Investment Commentary
Investment Commentary
Summer 2023 Investment Commentary
Download the Summer 2023 Investment Commentary
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Spring 2023 Investment Commentary
Investment Commentary
Spring 2023 Investment Commentary
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Winter 2023 Investment Commentary
Investment Commentary
Winter 2023 Investment Commentary
Download the Winter 2023 Investment Commentary.
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Fall 2022 Investment Commentary
Investment Commentary
Fall 2022 Investment Commentary
Download Investment Commentary for Fall of 2022.
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