This month we are looking at a potential partial government shutdown. Past shutdowns have generally represented a modest impact on economic growth, and little
The markets continue to accelerate with the S&P 500 reaching an intraday high that is triple its lowest point in 2020. The NASDAQ continues to set new highs and
After the dramatic impact of the tariff induced bear market of early April and the corresponding sharp selloff in the markets, earnings forecasts and favorable
Equity markets have staged an unusually rapid recovery from a tariff induced bear market of early April with easing trade tensions contributing to a nearly 20%
Aside from volatility created by the ongoing tariff negotiations, companies have generally been reporting strong first quarter results for 2025 and more
After more than a decade and a half of bull market returns interrupted only briefly by the pandemic and the onset of the Ukraine War in 2022, long-term
Clients often ask us about why rebalancing is important, selling a portion of securities that have performed well and buying an asset class that is
After two great years in the equity market, 2025 got off to another strong start with the S&P 500
making record highs driven by earnings growth and non
U.S. inflation increased by the most in eight months in December amid robust consumer spending on goods and services, suggesting the Federal Reserve would be in
As 2025 begins, we want to take a moment to thank you, our clients. As we have in the past, we want you to know that we will continue to do everything in our
