Oct 15, 2025 | Newsletters
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 environment for investors. Several sectors, most notably technology, industrials, and...
Jul 10, 2025 | Newsletters
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 half of the year near all-time highs — a reminder of the importance of staying invested...
Apr 2, 2025 | Newsletters
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 shifting tariff and fiscal policies. This uncertainty has even sparked speculation about a...
Jan 6, 2025 | Newsletters
Congratulations! Client portfolios generally experienced strong gains with relatively low volatility throughout most of 2024. However, an unusually weak December puts a damper on things and raises concerns for the New Year. Naturally, after two solid years of market...
Apr 2, 2024 | Newsletters
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 participation within the stock market would be a welcome sign. Indeed, our wish came true this...
