June 2025 Market Update

June 2025 Market Update

June 2025 Market Update S&P 500 surges, trade & inflation relaxation Hope you are doing well. Last month brought us surging stocks fueled in part by progress on trade with the United Kingdom and China and inflation metrics released during the month following a...
May 2025 Market Update

May 2025 Market Update

May 2025 Market Update Volatile Stocks, Inflation Moderation, May Flowers? Hope you are doing well. Last month brought volatile markets early in April, yet it also presented moderating inflation metrics and a strong finish for large-cap technology stocks. With all of...
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....