In The News

Key Takeaways Diversification remains the theme of the year. International stocks continue to outpace their U.S. counterparts, although U.S. stocks performed slightly better than their international peers last quarter. After quite a few years of lagging returns, U.S. small-cap stocks were the best-performing of major asset classes last quarter, returning over 12%, compared to large […]

Key Takeaways from 2Q2025 The first half of 2025 has been anything but boring. Stocks, as measured by the S&P 500 Index, rose through the first six weeks of the year, closing at an all-time high on February 19th. The ensuing six weeks can then be characterized by tariff chaos as the Trump Administration gradually […]

Key Takeaways from 1Q 2025 As we approached the end of the first quarter, I began to gather my thoughts for the upcoming review. The main theme would be “The Return of Diversification.” Over the past two-plus years, the Magnificent Seven stocks had been the dominant performers, but they became laggards this quarter. In contrast, […]

Key Takeaways In keeping with the theme of Spotify (or Apple Music) year-end wrap-ups, I reviewed articles and notes I saved throughout the past twelve months. Like in previous years, I am once again surprised that events that were significant just a few months ago are now nothing more than a blip on the radar. […]

Key Takeaways Before we get into how markets performed last quarter and year to date, let’s take a moment to remember a few significant events that have occurred in 2024: Despite these seemingly adverse events, global equity markets have increased double digits nine months into 2024. The S&P 500 Index has closed at a record […]

Following last week’s job report, which showed the labor market was beginning to lose momentum, investors globally began to rethink expectations around recession probability. On the positive side, the unemployment rate remains near historic lows at 4.3%, recent ISM services data has shown that activity has expanded more than expected, and core inflation has been […]

Key Takeaways from 2Q 2024 It’s an artificial intelligence world, and everything else is just living in it. Over the past few quarters, commentaries could have been copied and pasted from one quarter to another, and it would have been tough to tell which quarter or period was being discussed. The story has gone, U.S. […]

Despite volatile returns, the narrative has not changed; inflation, interest rates, and the Federal Reserve (Fed) remain the market’s top concerns. Markets are hoping for some indication that the Fed will commence cutting interest rates. Still, each inflation and most labor market updates push the timeline further into 2024. If expectations from the start of […]