April 2025 market update
Inflation numbers came in lower than expecting, easing some of the market concern about tariffs. Now, the focus is on the Fed's plan for rates in 2025.
February 2025 market update
The incoming Administration sparked turmoil in the markets as investors tried to sort out hyperbole from policy; initial nerves seem to have calmed.
2024 winners and losers
When the S&P 500 increases 25%, as it did in 2024, it can be easy to call it a win and move on. But looking under the hood can generate an edge for investors.
December 2024 market update
Stocks rose in November as investors get ready for the incoming Administration. Experts expect Trump to extend key tax cuts that were set to expire.
