As we enter the fourth quarter of the “Year of the Tariff”, equity markets continue to establish record highs, helping portfolio values achieve new high-water marks. The euphoria from the current bull run makes it hard to believe that it was only two quarters ago when...
The historic market volatility observed during the most recent quarter induced flashbacks of market patterns and uncertainties that were associated with the initial outbreak of COVID-19 over five years ago. Following the “Liberation Day” tariff announcement, equity...
As markets pulled back from all-time highs during the first quarter, the move was viewed as part of a healthy trading pattern amid stretched valuations in an overbought environment. The calm softening in market sentiment, however, did little to prepare us for what...
