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Market Updates and Insights

Year-End Momentum
The last week of October delivered a flurry of impactful headlines across earnings, monetary policy, and geopolitics — each shaping the investment landscape as we

What to do with those Urgent Proxy Letters
I’ve received a number of calls about the recent proxy letters many of you have gotten, so I wanted to send a quick note to

Stock Market Fundamentals Outweigh Shutdown Drama
The October 1 deadline has passed, and the U.S. government has shut down. While political gridlock is never ideal, history suggests that shutdowns tend to

Good-Bye, Summer. Hello, Historically Weak September.
As summer winds down, the financial world remains focused primarily on the Fed. At last month’s Jackson Hole Economic Symposium, Fed Chair Jerome Powell signaled

2025 Midyear Outlook
LPL Research recently unveiled Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations, their semi-annual report that recaps where markets and the economy have been over the

Record-High Stock Prices Ahead of 4th of July
As Americans get their grills and beach chairs ready for the July 4th holiday, the stock market and the weather across much of the country

Volatility Likely to Bring Opportunities As Trade Uncertainty Continues
As June begins, markets continue to navigate a complex landscape shaped by trade policy shifts, an uncertain economic and earnings outlook, and bond market headwinds.

Market Resilience Amid Uncertainty
The latest recovery is another reminder that periods of turmoil can often create opportunities. Although stocks may pull back after their strong rally since the

Market Commentary: Tariff Transition
As spring approaches and the weather warms, the U.S. economy has begun to cool. After a sizzling recovery from the pandemic, followed by a period

Market Commentary: AI Advances and Tariff Tactics
The new month brings two major market-moving stories to digest. First is the advances in AI by Chinese startup DeepSeek. It has caused some investors