Quarterly Market Reviews

January 3, 2022

TrustWell’s Quarterly Market Review: Q4 2021

By Brett Freese Market Highlights: Stocks were curiously lopsided in performance in the last quarter of 2021. Interesting notes: US Large Cap stocks greatly outperformed US […]
October 1, 2021

TrustWell’s Quarterly Market Review: Q3 2021

By Brett Freese  Market Highlights: Stocks had a flat to slightly negative 3nd quarter. Interesting notes:  US Large Cap stocks continue to outperformed US Small Cap.  […]
July 1, 2021

TrustWell’s Quarterly Market Review: Q2 2021

By Brett Freese Market Highlights: Stocks had a great 2nd quarter. In a reversal of the 1st quarter’s “Value Stock” leadership growth stocks outperformed value stocks […]
April 1, 2021

TrustWell’s Quarterly Market Review: Q1 2021

By Brett Freese  Market Highlights: Stocks had a “good” 1st quarter. Interesting notes:  There was a shift from growth stocks to value.  US Small stocks outperformed […]
January 1, 2021

TrustWell’s Quarterly Market Review: Q4 2020

By Brett Freese  Market Highlights: Stocks had a strong 4th quarter. US Small & Mid Cap stocks substantially outperformed US Large Cap. World Small & Mid […]
October 1, 2020

TrustWell’s Quarterly Market Review: Q3 2020

By Brett Freese Market Highlights: • Stocks had a strong 3rd quarter. Interesting note: US Large Cap stocks outperformed US Small & Mid Cap, and Emerging […]
July 1, 2020

TrustWell’s Quarterly Market Review: Q2 2020

By Brett Freese Market Highlights: Stocks had a very strong 2nd quarter. Interesting note:  US Large Cap stocks underperformed US Small & Mid Cap, Emerging Markets, […]
April 1, 2020

TrustWell’s Quarterly Market Review: Q1 2020

By Brett Freese  Market Highlights:  Stocks had a very weak 1st quarter in both the US and Internationally. Interesting note:  US Large Cap stocks outperformed US […]
January 1, 2020

TrustWell’s Quarterly Market Review: Q4 2019

By Brett Freese Market Highlights: Stocks had a strong 4th quarter in both the US and internationally. Interesting note: Small Cap stocks slightly outperformed Large Cap […]
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