Clients often ask us about why rebalancing is important, selling a portion of securities that have performed well and buying an asset class that is
After two great years in the equity market, 2025 got off to another strong start with the S&P 500
making record highs driven by earnings growth and non
U.S. inflation increased by the most in eight months in December amid robust consumer spending on goods and services, suggesting the Federal Reserve would be in
As 2025 begins, we want to take a moment to thank you, our clients. As we have in the past, we want you to know that we will continue to do everything in our
As 2024 draws to a close, it is a good time to reflect on the past 11 months. Overall, stocks have held up better than expected following the Federal Reserve’s
Although the markets achieved all-time highs during October, the last two days erased gains, and all three indices finished the month slightly negative ahead of
The September rate cut of .5% was the first reduction since 2020. Rate hikes resulted in the target range for the federal-funds rate hitting a two decade high
Recession fears and concerns about an economic slowdown contributed to August’s early market volatility and meant a bumpy ride for investors. Although concerns
In the past few weeks investors have experienced the effect of a rotation in the markets where large capitalization stocks had a pullback while small and mid
The next few weeks may find the markets influenced by the fallout from last Thursday’s US presidential debate along with the results of the first round of
