Market Review – May 2025
May brought a welcome change in tone, both in the weather and the markets, as the warmth of spring settled across North America. The initial jolt from April’s tariff announcements faded into more tempered discussions and signs of de-escalation.
Market Review – April 2025
Weaker economic data, a patient Fed and shifting policy dynamics fueled slowdown fears triggering a broad selloff of U.S. equities, with defensive sectors outperforming.
Market Monitor – First Quarter 2025
Markets shifted tone and investors grew more anxious of the current economic environment as foreign trade policy took hold with the Trump administration’s announcement of a 10% universal tariff and additional tariffs on various countries.
Market Review – March 2025
Weaker economic data, a patient Fed and shifting policy dynamics fueled slowdown fears triggering a broad selloff of U.S. equities, with defensive sectors outperforming.
The Power of Compounding: How Time Can Be Your Best Investment Ally
Compounding has long been celebrated as a cornerstone of successful investing, offering the potential to grow wealth exponentially over time. Today, harnessing the power of compounding is more than just an investment principle; it is a strategic approach to help achieve financial independence and long-term security. The concept goes beyond simple returns, demonstrating how reinvested […]
Market Review – February 2025
Weaker economic data, a patient Fed and shifting policy dynamics fueled slowdown fears triggering a broad selloff of U.S. equities, with defensive sectors outperforming.
Market Review – January 2025
Markets rallied in November giving investors plenty for which to be thankful.
Market Monitor – Fourth Quarter 2024
Growth remains positive and core inflation moderated from 3.8% to 3.3% during the quarter. The current market environment has provided room for the Federal Reserve to reduce the Fed Funds rate.
2025 Outlook
Bridging the Divide From Market Fragility to Portfolio Durability As we wrap up the year, we reflect on our 2024 outlook, “Prepare, Not Predict,” and the dynamic and unpredictable nature of the financial markets. Our 2024 themes manifested with varying impact. Inflation remained in the Messy Middle and stabilized within a manageable range. The Federal […]
Market Review – November 2024
Markets rallied in November giving investors plenty for which to be thankful.