The year began on a strong footing for financial markets, but that changed quickly as February came to a close with the sudden onset of military action involving Iran. As one...
Certainly Uncertain
read more
Categories
HAPPY OLD YEAR—HERE’S TO 2026!
Happy New Year! While 2025 delivered positive total returns for major U.S. stock markets, the path to those gains was marked by significant market volatility. A new presidential...
STEADY AND STRONG STOCK MARKET PERFORMANCE
After a volatile first half of the year, market gains accelerated in the third quarter. Encouragingly, the recent advance unfolded with a welcome steadiness and a more stable...
WILD RIDE TO NEW HIGHS!
The second quarter of 2025 brought a wave of global upheaval and domestic political tension, which unnerved investors. Despite market volatility, major indexes finished the first...
Stability Through A Rough Stretch
Stock prices faced headwinds in the first quarter, marked by heightened volatility. Sharp market swings were largely driven by uncertainty surrounding the new administration’s...
Navigating Volatility in 2025
You can watch the entire 5+ minute video by clicking the play button below or keep reading for the executive summary.As we move into March, market volatility has taken center...
2024: ANOTHER STRONG YEAR – WHAT’S AHEAD?
Congratulations! Client portfolios generally experienced strong gains with relatively low volatility throughout most of 2024. However, an unusually weak December puts a damper...
Unstoppa-Bull!
The stock market maintained its dynamic upward momentum this past quarter, and many client portfolios benefited—though results vary based on individual investment circumstances....
Looking Forward to the Second Half of 2024
For the third quarter in a row, stock prices moved into all-time high territory! But it was not all smooth sailing as the market started the quarter with a sharp decline, then...
Springing Forward to New All-Time Highs!
The new year is off to a fine start with stock prices continuing to rally and once again reaching new all-time highs. As we suggested in our winter newsletter, broadening...
Reaching New All-Time Highs!
In 2023, stock prices started in rally mode and then suffered through a sharp mid-year correction. But the last quarter of the year was an absolute barnburner, with the venerable...
The Pause That Refreshes
Since the market peak in late July, stocks suffered a sharp decline of roughly 8%. Recession worries, labor strikes, government shutdown talk, rising energy costs and higher...