Q4 2024 Market Commentary

Prior to closing out an amazing year for equity markets in 2024, questions quickly emerged regarding 2025 capital market expectations. It felt like putting up Holiday decorations before Thanksgiving, as everyone was eager to know what comes next, especially with the...

Q3 2024 Market Commentary

U.S. equity markets maintained their bullish stance throughout the third quarter, holding steadily near all-time highs. Despite  being in what we consider overbought territory, a combination of factors continues to sustain positive market sentiment. The...

Q2 2024 Market Commentary

Despite uncertainty associated with inflation and the upcoming elections, equity markets remained resilient throughout the second quarter, trading at or near record highs. When discussing the possibility of a market correction, it is challenging to find any major red...

Q1 2024 Market Commentary

As equity markets extended their rally beyond the Fourth Quarter of 2023, we noticed the broader market coming alive by joining in on the recent bullish run. In addition to the “Magnificent Seven,” other sectors including financials, industrials and energy played...

Q4 2023 Market Commentary

Watching established high-water marks in portfolio values disappear in the rear-view mirror for almost two years often raised asense of hopelessness when questioning the possibility and timing of seeing such levels again. Volatility continued throughout2023 where...