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Blog

Independent Advisor Alliance, LLC
Chris Zaccarelli | May 1, 2025

CIO Monthly Observations - May 2025

Monthly IAA Commentary

Monthly Observations

The S&P fell again in April, down -0.8%, which increased its year-to-date loss to -5.3%. However, the MSCI All Country World index rose 0.8%

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Independent Advisor Alliance, LLC
Chris Zaccarelli | Apr 1, 2025

CIO Monthly Observations - April 2025

Monthly IAA Commentary

Monthly Observations

April 1, 2025

Stock markets fell sharply in March, with the S&P 500 down -5.8% and – dropping its year-to-date return to

-4.6% – and the MSCI

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Independent Advisor Alliance, LLC
Chris Zaccarelli | Mar 3, 2025

CIO Monthly Observations - March 2025

Monthly IAA Commentary

Monthly Observations

March 3, 2025

Stock markets fell in February, as the S&P 500 dropped 1.4% (reducing its year-to-date gains to 1.2%) and the MSCI All Country

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Independent Advisor Alliance, LLC
Chris Zaccarelli | Feb 3, 2025

CIO Monthly Observations - February 2025

Monthly IAA Commentary

Monthly Observations

February 3, 2025

The S&P 500 started the new year with an impressive 2.7% return in January, while the MSCI All Country World index gained

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Independent Advisor Alliance, LLC
Chris Zaccarelli | Jan 1, 2025

CIO Monthly Observations - January 2025

Monthly IAA Commentary

Markets in Review

The S&P 500 dropped 2.5% in December, after rising sharply the prior month, leaving the full year gains at an impressive 23.3%. The MSCI All

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Independent Advisor Alliance, LLC
Chris Zaccarelli | Dec 1, 2024

CIO Monthly Observations - December 2024

Monthly IAA Commentary

Monthly Observations

 

The S&P 500 rallied 5.7% in November, recovering October’s losses and further improving on its year-to-date gains, which are now at +26.5%

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Independent Advisor Alliance, LLC
Chris Zaccarelli | Nov 1, 2024

CIO Monthly Observations - November 2024

Monthly IAA Commentary

Monthly Observations

The S&P 500 fell -1.0% in October, breaking a long winning streak, but its year-to-date gains are still 19.6%. The MSCI All Country World

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Independent Advisor Alliance, LLC
Chris Zaccarelli | Oct 1, 2024

CIO Monthly Observations - October 2024

Monthly IAA Commentary

Markets in Review

The S&P 500 rose 2.0% in September, which increased its year-to-date gains to 20.8%. The MSCI All Country World index also rose during the

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Independent Advisor Alliance, LLC
Chris Zaccarelli | Sep 1, 2024

CIO Monthly Observations - September 2024

Monthly IAA Commentary

Markets in Review

The S&P 500 rose 2.3% in August, which increased its year-to-date gains to 18.4%. The MSCI All Country World index also rose during the month

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Independent Advisor Alliance, LLC
Chris Zaccarelli | Aug 1, 2024

CIO Monthly Observations - August 2024

Monthly IAA Commentary

Markets in Review

The S&P 500 rose 1.1% in July, which increased its year-to-date gains to 15.8%. The MSCI All Country World index also rose during the month

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Independent Advisor Alliance, LLC
Chris Zaccarelli | Jul 2, 2024

CIO Monthly Observations - July 2024

Monthly IAA Commentary

Markets in Review

The S&P 500 rose 3.5% in June, which increased its year-to-date gains to 14.5%. The MSCI All Country World index also rose during the month

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Independent Advisor Alliance, LLC
Chris Zaccarelli | Jun 1, 2024

CIO Monthly Observations - June 2024

Monthly IAA Commentary

Markets in Review

Stock markets recovered from their April lows and rose for the fourth time in five months, with the S&P 500 jumping 4.8% in May, which

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