Quarterly Insights

Year End / Q4 Overview If 2025 was anything for investors, it was both adventurous and rewarding. It served as a powerful reminder that markets can rise, markets can...

Overview The U.S. economy continued to expand in Q3 of 2025, though at a slower pace following the strong rebound of early in the year. After growing at...

Overview The second quarter of 2025 was defined by significant policy-driven volatility and an impressive market rebound. The market turmoil began on April 2, when President...

*There’s a certain irony to publishing this market review after all that has transpired since April 2, the date that President Trump announced his expansive...

2024 turned out to be a great year for investors, despite an underwhelming end. The S&P 500 set record highs 57 times in 2024.  Despite economic uncertainty around...