Market Highlights

Despite the war-induced price of oil remaining high and rekindling inflation worries, the stock market found a way to have its best quarter in the last six years! Stocks were up 15.20% in the second quarter of 2026 bringing year-to-date returns to 10.21%.1 Read our Market Highlights to learn more about this and what the

The first quarter of 2026 saw increased geopolitical tensions with the conflict in the Middle East contributing to heightened market volatility. There were 17 days where the market lost at least 0.50%, 18 days where the market gained at least 0.50%, and only 25 days where the market returned between -0.50% and +0.50%. Since we

The stock market displayed broad growth in 2025 with a 17.88% return despite the uncertainty surrounding numerous changes to domestic policy. The bond market gained 7.3% due in part to the Fed lowering interest rates in response to cooling inflation and to support a slowing labor market. While we are optimistic about 2026, we continue to expect heightened volatility as the market digests upcoming changes to the voting body on interest rates, midterm elections that could affect the balance of power and policies, and further geopolitical tensions surrounding global trade and conflicts.

The third quarter of 2025 was very positive for both the stock market and the bond market. Tech leadership won out over tariff fears and the Fed began cutting interest rates due to a weakening labor market. Read on for a deeper dive into how markets performed in the third quarter and what that might mean for your portfolio in the future.

It’s hard to believe we’re already half-way through 2025! The markets came roaring back in the second quarter despite facing lots of adversity. Headline risks abound but the market has continued to be resilient and post new highs. Here’s a quick summary of how the markets have fared in the first half of 2025 and

We understand if you are concerned following the market’s drop over the last few days. It’s human nature to feel losses more strongly than gains.1 Rest assured, we design investment portfolios for moments like these.  Here are some of the ways we manage risk and keep you on track to meeting your goals: Setting Realistic Risk