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January 20, 2026 | Newsletters

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...

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WILD RIDE TO NEW HIGHS!

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...

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Unstoppa-Bull!

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....

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