insights

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.

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 by uncertainty over tariffs and

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 many successes of 2023 despite