Insights
November 2025 Market Recap
The slightly positive return of the S&P 500® Index during November masked a volatile month. After advancing 0.19% from the start of the month through ...
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High-Priced Holiday Season
It’s Beginning to Look a Lot Like (an Expensive) Christmas In 2025, despite simmering concerns surrounding global trade, equity markets continued to find new all-time ...
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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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