Apr 2, 2026 | Newsletters
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 might expect, the news unsettled investors. Oil prices surged, stock prices pulled back,...
Jan 20, 2026 | Newsletters
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 administration, shifting policy priorities, renewed tariff negotiations, a lengthy...
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...
