insights

Evolving Markets, Expanding Outcomes The first quarter of 2026 unfolded in distinct phases, highlighting how quickly market sentiment can shift as world events evolve. The year began with a continuation

If it feels like the voices in today’s news are louder than ever, with all sides shouting to be heard, you’re not imagining it. Turn on the television, open a

As we reflect on 2025, it’s clear the year rewarded disciplined, diversified investors—but the journey was anything but smooth. After a solid start, US equities faced meaningful headwinds in early

US equities continued their strong run in the third quarter, with the S&P 500 closing at record highs after gaining 8.12% for the period and 14.83% year to date through

TARIFFS, TECH & TURBULENCE Investors have navigated a rollercoaster market through the first six months of the year, and it’s understandable if the ride has left many feeling anxious. The

Q2 2025 MoneyMatters Market Update Introduction In the opening months of 2025, US stock markets experienced a rude awakening after enjoying two years of relatively untroubled progress and exceptional returns.