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IN REVIEW: Q1 2025 With Trump’s policy agenda taking the main stage this quarter, our US Resilience theme is being tested. Investors attempted to digest a mix of positive earnings, persistent inflation concerns, and the early stages of the administration’s policy – which many view as a manufactured slowdown. Volatility returned as uncertainty increased across … Read more

We are pleased to share our newsletter containing our year end review and 2025 outlook. As always, thank you for trusting us to manage your wealth.  Please reach out to us with any questions or to share your thoughts. IN REVIEW: 2024 Perhaps the overriding theme for 2024 was that of US Resilience. Strong GDP … Read more

QUARTER IN REVIEW: 2024 Q3 The third quarter of 2024 stayed true to our “growing but slowing” theme, testing both investor optimism and market resilience. While the S&P 500 saw a solid 5.5% gain for the quarter, it faced some significant bouts of volatility along the way, dropping more than 5% during each pullback. Economics … Read more

IN REVIEW: 2024 Q2 The second quarter of 2024 presented a more complex economic landscape, challenging some of the optimism that characterized the start of the year. While the S&P 500 managed a strong gain of over 4% for the quarter, this performance masked underlying tensions in the market and economy. ECONOMICS The “stronger for … Read more

IN REVIEW: 2024 Q1 The 1st quarter of 2024 picked up right where we left off in 2023, as stocks continued to surge higher. Markets were buoyed by sustained economic strength, with 4th quarter’s GDP growth coming in above expectations at 3.4%. Growth expectations for 2024 ratched higher as well throughout the quarter, with GDP … Read more

IN REVIEW: 2023 2023 will be remembered as a year that defied expectations. Expectations for inflation, for growth, and for markets. Indeed, equity markets staged a dramatic comeback in 2023 following 2022’s losses, due in no small part to widely negative expectations. Inflation came down much more rapidly than was anticipated. Core PCE, the Fed’s … Read more