Market Update: Second Quarter 2026 If you read the headlines last quarter, you'd think the market should have had a rough few months. The Strait of Hormuz was in the news, oil prices spiked when the conflict with Iran escalated, and inflation numbers came in...
Market Update: First Quarter 2026 I'm grateful to be writing this to you from my new home office! Blue skies above and flowers in bloom outside the large window I chose for this space. While the picture is rosy at my house right now, the first...
Happy New Year! The fourth quarter of 2025 capped off a strong year for investors, rounding out a period in which virtually every major asset class delivered positive returns. Equity markets continued to advance during the quarter, supported by resilient corporate earnings and a shift...
Hope you had your seatbelt fastened! What a ride we endured this quarter, huh? After a sharp drop in early April due to new tariff announcements, U.S. stocks made a strong comeback. By the end of the second quarter, stocks had gained more than 11%....
This past month has been a rollercoaster for stocks and if you’re starting to feel the pain, you're not alone. Let’s make some sense of what’s going on. Watch as a video instead: https://youtu.be/_nC3e83HZH4 We have experienced pullbacks in all major market indices, and large corrections...
The final quarter of 2024 was nothing if not eventful. (What else is new?) The Federal Reserve lowered interest rates, providing further relief to borrowers and markets alike. The U.S. election captivated national attention and has sparked uncertainty about the year ahead. Stocks failed to...
Does the current investment climate feel “busier” than usual? In the U.S., it’s an election year, with the usual election rhetoric and high-stakes alarmism across the board. Elsewhere, global economic orders may be reshuffling as nearly half the world’s population heads to the polls amid...