1Q 2025 Recap & 2Q 2025 Outlook
Stocks fell in the first quarter after two consecutive years of gains exceeding +20%. The year started strong, with the S&P 500 reaching a new
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 has declined more than -8% from its
The Market Navigates Economic and Policy Uncertainty in February
Monthly Market Summary Stocks and Bonds Move in Opposite Directions Amid Market Rotation Stocks traded lower in a late-month sell-off as sentiment weakened. The S&P
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 to bring inflation down from a multi-decade high. After holding rates
Stocks Rally as Market Leadership Shifts in Early 2025
Monthly Market Summary Stocks Trade Higher as Market Leadership Rotates After 2024’s Gains Stocks traded higher to start 2025, but there was a change in
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-19 pandemic low in March 2020. The rally