Jan 20, 2026 | 2025
A memorable 2025, for both bulls and bears, appears to be a blip as markets continue to establish new highs in overboughtterritory within the first two weeks of 2026. As investors quickly celebrated year-end high-water marks for portfolios, it isimportant to step back...
Oct 15, 2025 | 2025
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...
Jul 25, 2025 | 2025
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...
Apr 22, 2025 | 2025
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...
