We’re excited to introduce MarketWise! Through this monthly chart pack, Savant Wealth Management’s Investment Research Team will provide insights on current events & the economy, performance & performance drivers, as well as historical perspective.

New cases in the U.S. showed some signs of peaking last week as continuing unemployment claims continued to drift lower. However, U.S. stocks fell while international stocks continued the risk asset rally.

Value stocks rallied last week and equity valuations in U.S., international developed, and emerging market stocks reached very close to pre-crisis levels.

Confirmed COVID cases increase, oil prices remain stable, and momentum stocks continue to rally in this week’s updated chart pack.

If the first half of 2020 is any indication of the second, the wild ride of 2020 could be far from over. This year has been a reminder of just how important it is to stay the course and focus on long‐term investment objectives, not short‐term news headlines.

June saw positive returns across the majority of asset classes but some economic indicators were shaky. Read our economic and market commentary for a recap of performance in June.

In this week’s chart pack: new cases continued to rise, but risk assets sustained their rebound as well as continuing unemployment claims drifted slightly lower.

Stocks paused their rally last week amid a surge in COVID-19 cases, but diversifying alternatives such as trend following and reinsurance contributed positively. Learn more in our updated chart pack.

Our updated chart pack takes a look at the ever-changing COVID case growth in the U.S., the reaction of capital markets, and how changing valuations (among stocks and bonds) may […]

Our Investment Research Team’s latest update to the Coronavirus Crisis Chart Pack: Risk assets sold off last week as news spread that the U.S. may be experiencing the dreaded second wave […]

The New Retirement Reality Post COVID Live Webinar & Interactive Q&A Discussion will be held on Wednesday, June 24, 2020 at 1:00 PM CDT. Can not attend? Sign up anyway, and a link to […]

May saw positive returns in the market across the majority of asset classes. U.S. small (+6.5%) led the charge domestically while international small came in strong (+7.0%) as well. Global […]