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Staying Calm in Uncertain Times – Navigating Volatile Markets

April 25, 2025 Topic

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…

Market Review – Trumpenomics

April 3, 2025 Topic

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%…

Market Review – Change in Leadership

February 5, 2025 Topic

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….

Quarterly Considerations – 12.31.2024

January 13, 2025 Topic

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…

Quarterly Considerations – 09.30.2024

October 8, 2024 Topic

Market Review – Patience & Pragmatism

June 11, 2024 Topic

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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Market Review – Ripple Effects

May 8, 2024 Topic

Market Review Ripple Effects The impact of military conflict on markets. April 2024 Key Observations Markets repriced in April on “higher-for-longer” rates pushing longer duration fixed income and duration sensitive equities lower. Small-cap growth stocks were hit as the two…

Quarterly Considerations – 03.31.2024

April 9, 2024 Topic

Quarterly Considerations – 12.31.2023

January 10, 2024 Topic

Market Review – Cheerful for the Holidays

December 6, 2023 Topic

Market Review Cheerful for the Holidays Markets rallied in November giving investors plenty for which to be thankful. November 2023 Key Observations Longer dated interest rates experienced a significant decline as market sentiment leaned towards anticipating 2024 rate cuts. Overall,…

Quarterly Considerations – 09.30.2023

October 5, 2023 Topic

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Watch Your Step! Avoid These 10 Common Investor Pitfalls

September 25, 2023 Topic

Watch Your Step! Avoid These 10 Common Investor Pitfalls August 2023 Following a difficult 2022, the vast majority of fixed income and equity asset classes find themselves in positive territory on a year-to-date basis. The current global market recovery offers…

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