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Second Quarter 2025 Market Commentary

This past quarter felt like an entire market cycle compressed into three months. We went from a near bear market to geopolitical flare-ups, trade tensions, government spending cuts—only to rebound with a powerful rally that pushed markets to…

First Quarter 2025 Market Commentary

What a difference a quarter makes! Just a few months ago, the outlook felt very different. A new administration had taken office, bringing with it talk of tax cuts and job growth. Fast forward to today, and the…

Fourth Quarter 2024 Market Commentary

The markets have been on quite a run. November was a standout month, marking 10 positive months out of the past 12. The Federal Reserve continues to lower interest rates, which the market seems to enjoy. Interestingly, the…

Third Quarter 2024 Market Commentary

As we move through the third quarter of 2024, the election jitters are starting to kick in. It’s pretty normal—markets don’t like uncertainty, and elections tend to bring plenty of that. The good news? It’s less about which…