Quarterly Market Update for Q1 2026:
2025 Year in Review – A Historic Market Year for Investors 2025 was a historically strong year for markets despite the many events that took place along the way. The past year delivered no shortage of headlines including April’s tariff announcements, ongoing developments in artificial intelligence stocks, the passage of the One Big Beautiful Bill […]
Quarterly Market Update for Q4 2025: Navigating Conflicting Signals
As we move into the final quarter of 2025, investors are once again being pulled in two directions. On one side, markets continue to hit record highs, supported by resilient corporate earnings, enthusiasm around artificial intelligence, and signs that inflation is largely under control. On the other side, the labor market has softened, prompting the […]
Markets Advance on Fed Expectations and Earnings Growth
The stock market climbed to new all-time highs in August, while bonds also contributed positively to portfolios. This occurred despite continued uncertainty around tariffs, Fed independence, and technology stocks. The month began with U.S. tariffs going into effect against most major trading partners after the initial 90-day pause. A federal appeals court later ruled that […]
The Fed and Politics: What Investors Should Know
Recent tensions between the White House and Federal Reserve have brought the topic of Fed independence into focus. This is because there can be a natural friction between elected officials and the Fed, since they each have unique goals and incentives. For instance, the President and Congress often prefer lower interest rates to spur economic […]
Economic & Market Commentary Q2 2025
Markets Reach New Highs Amid Global Tensions and Historic Tax Reform The second quarter of 2025 was a case study in market resilience. Despite early volatility from new tariff announcements and armed conflict between Israel and Iran, investors largely looked through the noise as a ceasefire and improving trade talks quickly boosted sentiment. The result […]
Economic & Market Commentary Q1 2025
Staying the Course in a Volatile Environment “Far more money has been lost by investors trying to anticipate corrections than lost in the corrections themselves.” – Peter Lynch. If the start of 2025 has left you feeling like the ground is shifting beneath your feet, you’re not alone. The first quarter of the year — […]
5 Important Tax Considerations for Your Financial Planning
Albert Einstein reportedly once told his accountant, “the hardest thing in the world to understand is income taxes.” This observation from the Nobel Prize-winning physicist remains relevant today, as our tax system has only grown more complex in the decades since. This year’s tax deadline on April 15 is approaching, but taxes are more than […]
What the DeepSeek Moment Means for Investors
In the 1940s and early 1950s, computers were the size of buildings and used vacuum tubes – large glass tubes that were fragile and consumed enormous amounts of power, generating significant heat. A former IBM Chairman is thought to have said “I think there is a world market for about five computers.” However, by the […]
How Behavioral Science Helps Us Avoid Financial Traps
When it comes to managing investments, investors can be their own worst enemies. Behavioral finance research has revealed how emotional and cognitive biases can lead investors to make financial decisions that harm rather than benefit them. From panic selling during market downturns to overconfidence in bull markets, ingrained behavioral patterns frequently result in inappropriate asset […]
3 Reasons Investors Can Be Thankful This Holiday Season
After a historic year, investors have much to be thankful for this holiday season. Despite periods of uncertainty around the Federal Reserve, the presidential election, and geopolitical conflicts, the stock market has delivered exceptional returns in 2024. Economic growth has exceeded expectations, with inflation returning to pre-pandemic levels, unemployment still low, and GDP growing steadily. […]