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August 2025 Market Recap

August 2025 Market Recap. If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate…

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Market Review – Calm Above, Currents Below

Market Review Calm Above, Currents Below Strong earnings season and resilient economy gives way to weak July employment report. July 2025 Key Observations Markets were mixed in July as equities delivered modest positive returns amidst a favorable earnings backdrop and…

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July 2025 Market Recap

July 2025 Market Recap. If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate…

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“One Big Beautiful Bill” Becomes a Reality – What Taxpayers Should Know

“One Big Beautiful Bill” Becomes a Reality What Taxpayers Should Know July 2025 Congress passed the “One Big Beautiful Bill” (OBBB), a sweeping piece of tax legislation extending many provisions from the 2017 Tax Cuts and Jobs Act (TCJA)[1]. President…

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June 2025 Market Recap

June 2025 Market Recap. If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate…

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May 2025 Market Recap

May 2025 Market Recap. If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate…

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April 2025 Market Recap

April 2025 Market Recap. If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate…

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Staying Calm in Uncertain Times – Navigating Volatile Markets

Staying Calm in Uncertain Times – Navigating Volatile Markets April 2025 Understanding Market Volatility In today’s unpredictable economic environment, market volatility remains a constant challenge for investors. Geopolitical tensions, shifts in government policy and unforeseen global events all contribute to…

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March 2025 Market Recap

March 2025 Market Recap. If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate…

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Market Review – Trumpenomics

Market Review Trumpenomics “Stay focused and do not play into emotions.” Investors rotate toward certainty as President Trump seeks to reshape the economy. March 2025 Key Observations U.S. Equity Selloff – The S&P 500 fell -5.6% in March and -4.3%…

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February 2025 Market Recap

February 2025 Market Recap. If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate…

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January 2025 Market Recap

January 2025 Market Recap. If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate…

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