Investors have been in a risk-on mood for the third quarter of 2025. Broadly speaking, the market mood has been one of speculation and optimism that favorable conditions will continue indefinitely. U.S. equity markets have been driven by the so-calledREAD MORE
Quarterly Investment Reviews
We look back over the market in 3-month sections, and give you some insights that may be helpful. After all, the more informed you are, the easier it will be to achieve the best possible outcome for your situation.
With half the year in the rearview mirror, we’ve seen what felt like a full year’s volatility in just six months. The second quarter began with the announcement of a significant increase in tariffs on virtually every U.S. trading partner.READ MORE
First Quarter 2025 in Review We began 2025 on a relatively solid economic footing with investors showing some optimism for the incoming administration. Unfortunately, things changed in the first quarter. Shifting trade policies, dollar weakness and cooling in technology sectorREAD MORE
Fourth Quarter 2024 in Review According to Goldman Sachs, the U.S. economy likely grew at a 2.8% annual pace in 2024, above what many consider to be the long-term trend growth pace of around 2-2.5%. At the same time, inflationREAD MORE
Third Quarter 2024 in Review The U.S. economy accelerated in the second quarter of 2024, clocking in at a 3% annualized rate of growth. At the same time, inflation continues to decelerate on a path towards the Federal Reserve’s 2%READ MORE