Entrusted Wealth
Financial Insights for the Flathead Valley

Latest

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
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