March Review – Focus on long-term principles to see through the fog of uncertainty
Monthly Update – May 2025
read more
Categories
Monthly Investment Updates
Monthly Update – April 2025
March Review – The fog of trade wars has thickened
Monthly Update – March 2025
February Review – Trade wars lead to uncertainty and a technology selloff
Monthly Update – February 2025
January Review – Market Reversal Highlights the Benefits of Diversification
Monthly Update – January 2025
December Review – Bitcoin and stock speculation
Monthly Update – December 2024
November Review – Euphoric election response shifting to policy implications
Monthly Update – November 2024
October Review – Rethinking the rate cut cycle
Monthly Update – October 2024
September Review – The long-awaited rate cuts begin
Monthly Update – September 2024
August Review – The return of volatility
August started off with a bang, as concerns over the health of the US economy and the unwinding of the Yen carry trade triggered volatile swings in the markets.
Monthly Update – August 2024
July Review – Cooler Inflation Triggers a Massive Rotation into Small Cap Stocks
On July 10, the Bureau of Labor Statistics reported that consumer inflation came in below expectations for the month of June.
Past performance may not be representative of future results. All investments are subject to loss. Forecasts regarding the market or economy are subject to a wide range of possible outcomes. The views presented in this market update may prove to be inaccurate for a variety of factors. These views are as of the date listed above and are subject to change based on changes in fundamental economic or market-related data. Please contact your Financial Advisor in order to complete an updated risk assessment to ensure that your investment allocation is appropriate.