Stocks recorded incredible gains and set new all-time highs after a difficult start to the year. Market rotation continued, further elevating long-time laggards to today’s strongest performers. Gasoline prices remain...
NEWS & INSIGHTS
Higher Oil Prices Spark Volatility: 2026 First Quarter Commentary
The first quarter of 2026 was marked by significant volatility as geopolitical tensions upended a strong start to the year. Despite the late-quarter turmoil, total losses were somewhat mitigated by strong January...
A Resilient Year in the Market: 2025 Fourth Quarter Commentary
2025 marked a third-straight year of stellar returns across virtually every major investment category. International stocks were the clear winners of 2025, followed by U.S. technology and AI companies. AI stocks...
A Resilient Q3 2025: Market Returns Defy Uncertainty
Stocks continued their ascent, setting new all-time highs. U.S. stocks regained strength relative to international stocks, including a dramatic surge in small-cap stocks performance. Bonds and mortgage rates benefited...
Tariffs, Volatility and All-Time Highs: 2025 Second Quarter Commentary
In April, stocks experienced extreme volatility in response to tariffs followed by a rebound to new all-time highs in late June. Moody’s Ratings downgraded the United States’ credit rating due to concerns of rising...
Smart Strategies During Market Highs
When the stock market hits new all-time highs, it's natural to feel a mix of excitement and slight hesitation regarding actions to take (or not take). Don’t let market euphoria dictate your decisions. Focus on...
How to Take Advantage of a Down Market
Market downturns are never fun, but they can open the door to opportunities. Seizing these opportunities can enhance your finances and your outlook during difficult times. Here are a few strategies that might be...
2025 First Quarter and Current Commentary
U.S. stocks started a sharp reversal in February on tariff concerns. Their descent accelerated post the quarter’s end when formal tariff rates were announced and imposed. International stocks rallied through March but...
Investment Reactions to Tariffs and Government Changes
A lot of fast-paced changes have occurred since President Trump took office, such as tariffs recently taking effect. While politics have historically played a small role in investment performance, some investors are...
Market Resilience in a Year Filled with Uncertainty
The S&P 500 posted a second year of returns in excess of 20%. U.S. stocks rallied throughout the year, ending in double-digit returns, despite worries about an election year. CPI inflation figures dipped into the...
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