Apr
01
1Q 2025 Recap & 2Q 2025 Outlook
Key Updates on the Economy & Markets
Stocks fell in the first quarter after two years of strong gains exceeding
10 min read
Latest
Mar
17
Understanding the Current Market Selloff
Recap of Year-to-Date Market Performance
Stocks started 2025 trading higher but have since pulled back. The S&P 500
2 min read
Mar
03
The Market Navigates Economic and Policy Uncertainty in February
Monthly Market Summary
* The S&P 500 Index returned -1.3%, outperforming the Russell 2000 Index’s -5.2%
2 min read
Feb
17
2025 Rate Cut Outlook: What’s Keeping the Fed on Hold?
In recent years, the Federal Reserve carried out one of the fastest rate-hiking campaigns in history to bring inflation down
2 min read
Feb
03
Stocks Rally as Market Leadership Shifts in Early 2025
Monthly Market Summary
* The S&P 500 Index returned +2.7%, marginally outperforming the Russell 2000 Index’s +2.
2 min read
Jan
15
Long-Term Perspective: Understanding How Valuations Impact Portfolio Returns
The S&P 500 has rallied +50% since the start of 2023 and more than +150% from the COVID
2 min read
Jan
01
4Q 2024 Recap & 1Q 2025 Outlook
Key Updates on the Economy & Markets
9 min read
Dec
16
S&P 500 Sets More Than 50 New Highs in 2024
The past two years have been remarkable for investors, with the S&P 500 posting back-to-back gains of over
2 min read
Dec
02
Stocks Trade Higher as Market Reacts to Election Results
Markets set new all-time highs in November’s post-election rally
2 min read
Nov
15
Early Post-Election Takeaways: Comparing 2024 to 2016
The election is over, and global markets are analyzing the outcome and starting to adjust portfolios. Republicans are set to
2 min read