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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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Market Review – Change in Leadership

Market Review Change in Leadership January marks political and market shifts in leadership. Key Observations Markets Adapt to Policy Shifts – President Trump’s executive orders kept investors on edge, but his position on tariffs provided a tailwind for international markets….

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Quarterly Considerations – 12.31.2024

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 future performance and there…

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December 2024 Market Recap

December 2024 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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November 2024 Market Recap

November 2024 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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October 2024 Market Recap

October 2024 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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September 2024 Market Recap

September 2024 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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Quarterly Considerations – 09.30.2024

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 future performance and there…

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August 2024 Market Recap

August 2024 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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July 2024 Market Recap

July 2024 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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June 2024 Market Recap

June 2024 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 – Patience & Pragmatism

Market Review Patience & Pragmatism A back-to-the-basics look at allocating capital efficiently. May 2024 Key Observations A fixation on the direction of interest rates continues to drive prices in the short term, including in May. Rates moved lower, pushing rate-sensitive…

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