Market Commentary

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Insights from our team.

Insights from our team.

We regularly share relevant and timely insights to help you live your best life. Our newsletter provides the latest insights, trends, and analysis from our team of wealth managers on topics relevant to your life: investment management, financial planning, tax strategies, Social Security, and much more.

Market Monitor: July 2025

July 2025

The second quarter of 2025 was marked by significant legislative, economic, and market developments with broad implications for investors.

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Market Monitor: April 2025

April 2025

For years, tariffs have lingered in the background of political and economic discussions, familiar, but rarely front and center. Recently, however, they’ve surged into the spotlight, becoming the dominant concern for investors across the globe.

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Market Update: March 2025

March 2025

The U.S. stock market has seen higher than normal volatility during the first quarter of 2025 as investors assess President Trump’s policy implementation, developments in the artificial intelligence landscape, and mixed progress on inflation. Here we provide some additional insight into the key drivers of performance in the major market segments.

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Market Monitor: January 2025

January 2025

As we welcome 2025, the market landscape looks very familiar, but the political arena has changed dramatically following the November U.S. elections. While markets have historically tended to react with skepticism to major change in Washington D.C., this year, we have seen the stock market momentum continue during the 4th quarter.

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Market Monitor: October 2024

October 2024

We have entered new era, one we haven’t seen since 2019, a world where the Federal Reserve is reducing interest rates. The 0.50% cut at the September meeting likely marked the first of a number of rate cuts by the Fed in their efforts to become more accommodative and facilitate continued economic growth and labor market strength.

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Market Monitor: October 2023

March 2024

Which should we cheer for… good news or bad news? As we enter the homestretch of 2023, investors are in a peculiar place. Inflation has come down significantly from the readings of late last year, but the U.S. Consumer Price Index appears to have leveled off in the 3.5% to 4.0% range. Will the Federal Reserve keep rates "higher for longer"? Two more inflation releases this year may help complete the picture and provide some insight on the path forward for interest rates and the economy in 2024.

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