April 2025 Market Update

April 2025 Market Update

April 2025 Market Update Trade Uncertainty, Long-Term Discipline Hope you are doing well. Last month brought trade tensions and some mixed inflation readings as major U.S. stock indexes declined, making it an opportune time to share an overview of what happened and...
March 2025 Market Update

March 2025 Market Update

March 2025 Market Update March Update: Tariff Talk Dominates, Spring Ahead Hope you are doing well. Last month brought some warm inflation readings and continuing tariff talks, which contributed to potential economic uncertainty. That makes the start of the new month...
February 2025 Market Update

February 2025 Market Update

February 2025 Market Update February Update: S&P 500 Rises, AI, Politics Hoping this update finds you and yours doing well! It has been quite an eventful month to start 2025, with no shortage of market-moving news and developments. As such, now is the perfect time...
January 2025 Market Update

January 2025 Market Update

JANUARY 2025 MARKET UPDATE January Update: Fed vs. inflation I hope you have had a wonderful start to the new year. Major U.S. equity indexes closed out the final month of 2024 in a mixed fashion, with megacap tech being the bright spot and industrials heading lower....

December 2024 Market Update

DECEMBER 2024 MARKET UPDATE Monthly Check-in: Holidays & S&P 500 Positive Days  Hope all is well with you. Pending elections, “higher” interest rates, and labor market questions, there was a bit of uncertainty heading into November. But that uncertainty was...