Insights
September 2025 Market Recap
The S&P 500® Index advanced 8.12% during the third quarter of 2025, bringing its year-to-date return to 14.83%. With the tariff tantrum in the rearview ...
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Buckle Up for Ease
On September 17, 2025 the U.S. Federal Reserve (the Fed) lowered the Federal Funds rate by 25 basis points to 4.25%...
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Harvest Season, Extended
In the world of investment management, the "hidden" cost of taxes can be one of the largest drags on an investor's long-term returns...
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August 2025 Market Recap
The S&P 500® Index furthered its ascent with a 2.03% return in August, bringing its year-to-date return to 10.79%. The S&P 500® Index ended the ...
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Identifying Quality
Investing in quality stocks can offer a powerful combination of defensive resilience and long-term growth potential.
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