We personally author periodic letters and presentations to our clients to provide an update on how we are managing their portfolios, our view on economic conditions, and important updates on financial planning topics. We post some of that content to this blog for public viewing. We hope you find the content useful.
Submitted by Alsworth Capital Management, LLC on January 19th, 2025

Market Recap
The S&P 500 Index, consisting of the largest public companies in the US, ended the year up 25%. This was the second year in a row with gains over 20%. The returns were led by large technology companies, particularly tho
Submitted by Alsworth Capital Management, LLC on October 30th, 2024
Market Recap
What is there not to like about last quarter? The stock market reached new highs with the S&P 500 gaining 5.9% in the third quarter, pushing its year-to-date return to 22.1%. Developed international stocks
Submitted by Alsworth Capital Management, LLC on July 26th, 2024
Market Recap
In the second quarter of 2024, the U.S. economy remained strong, much better than most economists were expecting when making forecasts a year ago. We have continued to be surprised by the strength of consumer spending and magnitude of corporate cash flowing into Artificial Intelligence related investments.
Submitted by Alsworth Capital Management, LLC on May 9th, 2024
Market Recap
The first three months of 2024 were good for US stocks, in particular. The S&P 500 index of large US companies advanced 10.6%, though it has been volatile and has given back some of those gains in the weeks following the end of the first quarter.
Submitted by Alsworth Capital Management, LLC on January 30th, 2024
Market Recap
What a year! In 2022, the combination of high inflation and the Fed dramatically raising interest rates led to deeply negative returns for both stocks and bonds. Going into 2023, an unprecedented number of statistics and virtually every market strategist and economist were all predicting recession.
Submitted by Alsworth Capital Management, LLC on October 26th, 2023
Market Recap
The S&P 500 reached a 2023 high at the end of July before selling off 7.5% through August and September to finish the quarter down 3.3%. Year-to-date the index remains up a solid 13%. Smaller-cap stocks (Russell 2000) also had momentum early in the quarter, but changed course and ended the quarter down 5.1%, though are still positive 2.5% year-to-date.
Submitted by Alsworth Capital Management, LLC on August 4th, 2023
Market Recap
Submitted by Alsworth Capital Management, LLC on May 15th, 2023
The failure of Silicon Valley Bank (SVB) was the dominant story during the last quarter. Several other relatively small banks showed signs of distress, which shook markets. The Federal Reserve (Fed) stepped up and injected significant amounts of cash into the banking system to help counter any “run on the bank” contagion. It was a successful maneuver.
Submitted by Alsworth Capital Management, LLC on January 29th, 2023
The year 2022 was certainly a year to forget in investment markets. Throughout the course of the year, stock markets experienced steep declines, as well as several powerful “buy the dip” rallies. This behavior is consistent with past corrections from bubble level valuations. The S&P 500 index, representing large US companies, ended the year with a powerful rall
Submitted by Alsworth Capital Management, LLC on October 27th, 2022
When I was in business school, we learned about the fundamentals of accounting to be able to measure the health of a company and to determine its current value. In more advanced courses, we learned how to make financial projections and we studied ways to optimize our decision-making based on these estimates. With the advent of powerful computers, and now even artificial intelligence