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Stocks Continue Their Climb in August

Listen to a quick, 3-minute summary featuring what happened in the market and how does it affect your finances?

Highlights include:

  • In August, major market indices posted solid gains. U.S. equities rose for a fourth consecutive month, with the S&P 500 Index up 2% and the Dow Jones Industrial Average rising nearly 3.4% for the month.
  • International stocks also ended higher with a monthly return of 4% for the MSCI EAFE Index.
  • The S&P 500 has advanced almost 11% year-to-date through August, while the MSCI EAFE Index has surged nearly 23%.
  • The Russell 2000 Index of small stocks rose over 7% in August and placed the small-cap index in positive territory for the first eight months of 2025. Interest rate expectations were a significant factor in the small-cap outperformance as investors anticipated potential rate cuts by the Federal Reserve.
  • As it relates to S&P sector performance, Materials, Health Care and Energy stocks rose the most in August. The only sector to experience negative performance in the month was the yield-sensitive Utilities, as investors anticipated lower interest rates in the future.

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Katharine E.W. Dudley, AIF®
Senior Vice President, Client Advisor

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You are now leaving the Jemma Investment Advisors, LLC Website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with Jemma Investment Advisors, LLC, or any advisor(s) whose name(s) appears on this Website. Jemma Investment Advisors, LLC is independently owned and operated. Schwab neither endorses nor recommends Jemma Investment Advisors, LLC. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Jemma Investment Advisors, LLC under which Schwab provides Jemma Investment Advisors, LLC with services related to your account. Schwab does not review the Jemma Investment Advisors, LLC Website, and makes no representation regarding the content of the Website. The information contained in the Jemma Investment Advisors, LLC Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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