2026 Q2
2nd Quarter Market Review & Outlook Happy Birthday America! As we celebrate the semiquincentennial of the Declaration of Independence, it is a reminder that long-term strength has always been part of the American story. It is a moment to look beyond our current differences, and reflect on the heart of one of the greatest experiments […]
2026 Q1
Over the first quarter of 2026, markets moved through periods of both optimism and concern.
2025 Q4
Over the past quarter, markets moved higher overall, along with amoderate increase in volatility.
2025 Q3
The year 2025 has been characterized by uncertainty, primarily due to ongoing tariff talks.
2025 Q2
The second quarter brought its share of market volatility, with markets taking a breather after a strong two-year run.
2025 Q1
View the latest market update video and quarterly newsletter here.
2024 Q4
For all the concerns over the election and inflation, the markets and the economy performed better than expected by the time the ball dropped in Times Square.
2024 Q3
At the close of the third quarter, we also find the markets flourishing with the 3 main indices trading at or near all high time highs.
2024 Q2
The resiliency of the economy is still front and center of the economic conversation.
2024 Q1
There’s a lot of debate over when the Federal Reserve will cut interest rates and if we will have a recession at all.