Bond Market
THE 2025 MARKET REVIEW
Sometimes financial market returns don’t match the narrative conveyed by the news media or popular opinion. 2025 was one of those times. The US stock
Category: Stock Market
Blog
THIRD QUARTER MARKET REVIEW
Equity markets extended their gains in the third quarter, propelling major US stocks indexes to new record highs along the way. Domestic stocks continued their
Blog
OWNING AI IN YOUR PORTFOLIO
Artificial Intelligence (AI) is one of the hottest topics in the investing world today, dominating headlines everywhere. There does not seem to be a week
Blog
2025 Midyear Review: Volatile Markets Reward Disciplined Investors
US equity markets took investors on a wild roller coaster ride in the first half of 2025 amid notable swings and upheavals precipitated by global
Blog
Q1 2025 Market Review
In a reversal of a trend in recent years, more investors sought opportunities outside of the US and moved to International Equities in the first quarter of
Blog
Markets Look Forward. Investors Should Too.
Recent tariff announcements and activities have sent shockwaves through global investment markets, unnerving many investors and prompting sharp selloffs in equity markets around the world. Volatility, as measured
Elections
Republicans Or Democrats? Who Is Better For The Stock Market?
The eyes of the nation are focused on November 5th, 2024, as another Presidential Election draws near. Between now and election day, you are likely
Blog
What Does the Federal Reserve’s Rate Cut Mean for You?
On September 18th the Federal Reserve lowered its overnight borrowing rate by 0.50% signaling that the Fed believes that inflation is moderating, and the labor
Active Management
Active Managers Fail Again
The narrative for fund managers has been that 2024 is a stock-picker’s market. The traditional school of thought has been that active managers should excel