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Monday, April 20, 2026

Geopolitics dominates 2026 so far, with the now-paused US and Israeli strikes on Iran driving market turmoil and inflationary concerns. While there have obviously been other stories in the financial markets, this conflict is the main...

Friday, January 23, 2026

2025 is now in the books. This frenetic market started out optimistic, pivoted to despair over trade turmoil, and then finished the year strong despite geopolitical uncertainties. In this newsletter, we will recap the three major...

Monday, October 20, 2025

We are now in the final quarter of a busy 2025, with the markets continuing their upward climb. In fact, October 12th marks the three-year anniversary of the start of the bull market that we continue to enjoy. Smaller companies, as...

Tuesday, July 22, 2025

While the meaning of the terms “historic” or “unprecedented” may be somewhat cheapened given how frequently these words are used as of late, they could accurately describe the second quarter of 2025. Perhaps “unique” is a decent...

Friday, April 11, 2025

Markets in Motion 2025: Special Newsletter 2025 has turned out to be highly volatile for markets so far. It is challenging to keep up with all the news coming out of Washington. However, the recent tariff announcements have had a...

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Thursday, October 24, 2024

The third quarter of 2024 is officially in the books, delivering strong returns across asset classes. Large cap stocks, international stocks, and even beleaguered small cap stocks all posted respectable gains, as exemplified by 5.89%,...

Friday, July 26, 2024

The first half of 2024 is off to a solid start, with all the major equity indices posting solid returns, although these gains were not evenly distributed. Large cap stocks, (represented by the S&P 500) and tech stocks (like those found...

Thursday, April 25, 2024

The first quarter of 2024 continued the momentum from the last quarter of 2023, richly rewarding equity investors while providing slightly negative returns for fixed income. The large-cap S&P 500 delivered a strong 9.49% return,...

Wednesday, January 31, 2024

2023 started with a whimper and ended with a bang, with markets trading sideways in the beginning but steadily improving as interest rates normalized by the end of the year. All the major indices ended the year higher than where they...

Friday, October 20, 2023

We would like to open this newsletter by acknowledging the tragic events that have occurred in Israel, starting with Hamas’s surprise incursion into southern Israel on October 7th, 2023, the 50th anniversary to the day of the...

Wednesday, July 19, 2023

The broad-based rally of 2023 continued its march into the second quarter, with all major indices posting gains year-to-date. The tech heavy NASDAQ has led the way, with a 39.35% increase so far this year. While impressive, the NASDAQ...

Thursday, April 20, 2023

The first quarter of 2023 saw continued inflation, Fed rate hikes, and turbulence in the banking sector. Despite these negative headlines, most markets performed respectably well, clawing back some of their losses from 2022.  The...

Wednesday, January 18, 2023

2022 proved to be a difficult year for investors. The combination of sticky inflation, Fed rate hikes, andinternational turmoil drove both equities and fixed income into negative returns. The S&P 500, a broad gauge ofthe U.S. stock...

Wednesday, October 19, 2022

The third quarter of 2022 proved to be a disappointing sequel to the second, with markets continuing to respond harshly to persistent inflation, Fed rate hikes, and international turmoil. The S&P 500, a...

Tuesday, July 19, 2022

You do not necessarily need a table like the one above to know that markets have had a tough time this year. However, it can be useful to review the numbers to put this bear market into perspective. Equities, as measured by the S&P 500...

Wednesday, April 20, 2022

2022 has proven to be an incredibly volatile year so far for the markets. Between the acceleration of inflation that started in late 2021, rising interest rates, declining stock and bond markets, and the tragic war in Ukraine,...

Wednesday, March 16, 2022

On February 24th, 2022, Russian forces invaded Ukraine. Dubbed a “special military operation” by Russian President Vladimir Putin, this incursion into Ukraine has devolved into a war between two sovereign nations, the first...