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
4Q 2024 Recap & 1Q 2025 Outlook
Key Updates on the Economy & Markets There was no shortage of market-moving events in Q4. The stock market opened the quarter with a slow
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 +20%. The chart below looks at 2024’s
Stocks Trade Higher as Market Reacts to Election Results
Monthly Market Summary Markets Set New All-Time Highs in November’s Post-Election Rally The U.S. presidential election results fueled November’s stock market rally as investors focused
Early Post-Election Takeaways: Comparing 2024 to 2016
The election is over, and global markets are analyzing the outcome and adjusting portfolios. Republicans are set to control the White House, Senate, and House.
Treasury Yields Rise Following the Fed’s September Rate Cut
Monthly Market Summary Stocks End 5-Month Winning Streak with First Loss Since April. Stocks finished October lower as investors navigated Q3 earnings, the upcoming election,