In times of uncertainty, it’s natural to feel overwhelmed — especially when headlines are loud, markets are volatile, and the future feels foggy. But just like the sun still shines above the storm...

The first two and a half months of 2025 have been a whirlwind for the financial markets, with significant movements in stocks, bonds, and economic data. The volume of information can be overwhelming...

After a 26% total return from the S&P 500® Index in 2023, few predicted 2024 would deliver another big year of gains for U.S. stocks. But it did. 2024 Annual Market Review

As we close the third quarter of 2024, global financial markets have shown notable resilience amid ongoing economic uncertainties. Despite many pundits warning of a difficult September, U.S. stocks posted modest gains for...

The attached report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes...

Second Quarter 2023 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of...

First Quarter 2023 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of...

Second Quarter 2022 Market Review As the markets continue to be volatile and the economic news worrying, our goal is to provide objective information to help you process so much conflicting data. We...

This year marks our 30th anniversary in business, and we have been here with you through many ups and downs in the markets. We know that it can be overwhelming to see the...

History Shows That Stock Gains Can Add Up After Big Declines: The market volatility witnessed in the 1st quarter of this year has continued with the S&P 500 Index down just over 13%...