Apr 2, 2026 | Articles & News, Financial Planning, Investments, Retirement Planning
The Markets (first quarter through March 31, 2026) The first quarter of 2026 saw a shift in market preference. After years of index performance dominated by a handful of tech giants and AI companies, investor preference moved toward value, small caps, and real economy...
Jan 5, 2026 | Articles & News
The year 2025 was extraordinary for the economy and the markets. Sweeping tariffs, a cooling labor market, rising consumer prices, a prolonged U.S. federal government shutdown, turmoil in the Middle East, and the ongoing Russia/Ukraine war were some of the many...
Oct 2, 2025 | Articles & News
The Markets (third quarter through September 30, 2025) The third quarter of 2025 may best be characterized by continued strength in the equity market, moderating but resilient economic activity, and a shift in the Federal Reserve policy toward interest rate cuts....
Jul 2, 2025 | Articles & News
The Markets (second quarter through June 30, 2025) Throughout the second quarter of 2025, global trade tensions caused by reciprocal tariffs and increasing unrest in the Middle East impacted the markets on a daily basis. A new wave of tariffs, particularly against...
Apr 2, 2025 | Articles & News
The Markets (first quarter through March 31, 2025) Wall Street got off to a good start to begin the first quarter of 2025 and continued to rally for much of the quarter. Several of the benchmark indexes reached record highs in January through mid-February. However,...
Jan 6, 2025 | Articles & News
The year 2024 was extraordinary for the economy and the markets. High interest rates, rising unemployment, turmoil in the Middle East, and the ongoing Russia/Ukraine war, were some of the many factors that should have signaled economic contraction and a downturn in...
