by Jenny Thompson | May 5, 2026 | Quarterly Commentary
The first few months of 2026 didn’t unfold the way many expected. Markets tend to like predictability, but in reality, surprises are common. Periods like this are a good reminder of an important principle: stick with a well-thought-out financial plan, especially when...
by Jenny Thompson | Jan 21, 2026 | Quarterly Commentary
The fourth quarter ended 2025 much as the year began—with competing forces pulling markets in different directions. Fresh drama arrived via the longest government shutdown in history and a tech sector sell-off amid AI bubble fears. Yet when the dust settled, equity...
by Jenny Thompson | Oct 14, 2025 | Quarterly Commentary
Shakespeare wrote: “All the world’s a stage, And men and women are merely players; They have their exits and their entrances; And one man in his time plays many parts.” If the U.S. government is the actor on stage, investors might wonder what kind of play we’re...
by Charles Webb | Aug 6, 2025 | Quarterly Commentary
What a difference a few short months can make. Last quarter, we were lamenting the sharp stock market selloff triggered by the administration’s sweeping tariff announcements. Fears of a trade war, concerns over higher consumer prices, and even talk of a possible...
by Charles Webb | Apr 14, 2025 | Market Related, Quarterly Commentary
The administration’s trade war is officially in full swing. Since their sweeping tariff announcement, stocks have sold off roughly 13–15% — depending on the index you use. We haven’t seen this kind of volatility since the Russian invasion of Ukraine back in February...
by Charles Webb | Mar 10, 2025 | Quarterly Commentary
2024 turned out to be another banner year for U.S. stocks. The S&P 500 led the overall market gaining 23% in 2024. This follows a 24% gain in 2023 and marks the first time since the late 1990’s that the index has had back-to-back gains of more than 20%. In both...
