Apr
11
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March Market Commentary
Market Update: Market Sell-Off on U.S. Tariff Policy Change and Its Investment Implications On April 2, 2025, the U.S. government announced a sweeping change to...
Mar
14
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February Market Commentary
From Optimism to Uncertainty What began as market enthusiasm for a pro-business environment under the Trump administration—fueled by expectations of corporate tax stability, deregulation, and...
Mar
11
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January Market Commentary
The Trump Whirlwind and Tariffs The market story of 2025 isn’t just about numbers, it’s about the whirlwind coming out of the White House. President...
Jan
15
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December Market Commentary
2024 Investment Market Performance The U.S. economy and financial markets demonstrated remarkable resilience in 2024, overcoming higher interest rates, geopolitical tensions, and rising unemployment. Stocks...
Dec
20
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November Market Commentary
In November, U.S. stocks surged, with the S&P 500 (1) and Dow Jones (1) recording their best months of the year. Investor optimism surrounding a...
Nov
14
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October Market Commentary
October 2024 saw stock markets decline as momentum from September’s gains faded after the Federal Reserve’s interest rate cut. Early optimism following a strong jobs...
Oct
15
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September Market Commentary
Don’t Jinx This There’s an unwritten rule in baseball: you never mention a no-hitter while it’s in progress. Teammates will go out of their way...
Sep
9
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August Market Commentary
Stocks mostly rose in August, buoyed by a strong end to the month. Positive inflation data and economic reports lifted stocks, with investors encouraged by...
Aug
13
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July Market Commentary
In July 2024, the stock market saw mixed results, with most indexes closing higher. However, tech stocks, which had driven significant growth in the first...
Jun
11
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May Market Commentary
In May, the stock market bounced back from a challenging April, closing the month on a high note. This significantly improved from the previous month,...
