Artificial Intelligence: Participating Without Overconcentrating Technology stocks took a brief backseat during the first quarter, with many high-profile names pulling back from their all-time highs
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
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
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