More Resources
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Market Commentary – March 2026
In the near term, this geopolitical shock is inflationary due to severe supply disruptions across energy markets and
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Market Commentary – February 2026
After starting the year off strong, equity markets reversed course in February with the S&P 500 Index losing
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International Equities: A Clearer, More Consistent Framework – March 2026
Traditional asset‑allocation models typically recommend allocating a portion of an equity portfolio to international stocks. The rationale is
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Market Commentary – January 2026
Equity markets began the year on strong footing, with the S&P 500 up 1.45% in January, though there
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Market Commentary – December 2025
The Santa Claus rally ghosted Wall Street as stocks slipped in the final days of December. The S&P
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Market Commentary – November 2025
The S&P 500 eked out a minor gain in November of 0.25%, marking the seventh consecutive positive monthly
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Market Commentary – October 2025
The S&P 500 keeps grinding higher with October up another 2.34%, marking the sixth consecutive positive monthly return.
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Market Commentary – September 2025
Animal spirits were alive and well in September as equity markets experienced strong gains with the S&P 500
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Market Commentary – August 2025
Equity markets rallied in August as second quarter earnings reports generally beat expectations. The S&P 500 index total