HAPPY OLD YEAR—HERE’S TO 2026!

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 administration, shifting policy priorities, renewed tariff negotiations, a lengthy...
STEADY AND STRONG STOCK MARKET PERFORMANCE

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 environment for investors. Several sectors, most notably technology, industrials, and...
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 half of the year near all-time highs — a reminder of the importance of staying invested...
Mid-Year 2025 Market Outlook

Mid-Year 2025 Market Outlook

You can watch the entire 70-minute event by clicking the play button below, read the transcript here, or keep reading for the executive summary. This client event focuses on our mid-year financial market outlook.  Our intention is to keep you informed and answer any...