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1st Quarter 2026 Market Summary

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...

1st Quarter 2023 Market Summary

Apr 3, 2023 | Articles & News, Investments, Market Summary, Retirement Planning

The Markets (first quarter through March 31, 2023) Wall Street proved resilient during the first quarter of the year, despite rising inflation, uncertainty about the Federal Reserve’s actions, interest-rate hikes, and banking concerns. Inflationary data in...

2022 Market Review

Jan 3, 2023 | Articles & News, Investments, Market Summary, Retirement Planning

Overview The year 2022 may best be described by one word: inflation. The economies of the United States and the world were influenced by rising inflation, its causes, and the policies aimed at curtailing it. While inflationary pressures began to mount in 2021, they...

3rd Quarter 2022 Market Summary

Oct 3, 2022 | Articles & News, Investments, Market Summary, Retirement Planning

The ramifications of stamping down rising inflation dominated the markets in the third quarter. Investors weighed the balance between an aggressive government policy aimed at curbing price pressures against the possibility of those very policies leading to an economic...

2nd Quarter 2022 Market Summary

Jul 1, 2022 | Articles & News, Investments, Market Summary, Retirement Planning

For the first time since 2015, each of the benchmark indexes lost value for two consecutive quarters. They also posted losses for June, marking three consecutive down months for the tech-heavy Nasdaq, its longest losing streak since 2015. Investors watched for signs...

1st Quarter 2022 Market Summary

Apr 1, 2022 | Articles & News, Investments, Market Summary, Retirement Planning

Wall Street dealt with several major issues in the first quarter of 2022. Investors had to evaluate the impact of rising inflation, higher interest rates, ongoing coronavirus concerns, and the Russia-Ukraine war. Each of the benchmark indexes listed here lost value by...
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2nd Quarter 2026 Market Summary

Jul 6, 2026

The Markets (second quarter through June 30, 2026) Wall Street enjoyed a solid quarter of growth during a period of time that was anything but stable. April, May, and June saw a de-escalation in a major conflict, a reaffirmation of the independence of the central bank...

1st Quarter 2026 Market Summary

Apr 2, 2026

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...

2025 Annual Market Review

Jan 5, 2026

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...

3rd Quarter 2025 Market Summary

Oct 2, 2025

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....

2nd Quarter 2025 Market Summary

Jul 2, 2025

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...

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