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
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
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
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
Click here to download the Q1 ‘25 Market Update Brochure. As you may already know, the stock market has been more volatile in recent weeks, rattled
Click here to download the Q1 ‘25 MoneyMatters brochure. Happy New Year to you and your family. 2024 delivered a dynamic, record-breaking market environment, building on the
Click here to download the Q4 ‘24 MoneyMatters brochure. The third quarter of 2024 saw a resilient stock market with positive performance across asset classes
Click here to download the Q3 ‘24 MoneyMatters brochure. The second quarter of 2024 continued to show strength, with the S&P 500 Index gaining over
Click here to download the Q2 ‘24 MoneyMatters brochure. The first quarter of 2024 continued an impressive run, with the S&P 500 Index gaining over
Click here to download the Q1 ‘24 MoneyMatters brochure. The year 2023 was marked by redemption. Most markets bounced back strongly after a rough 2022,