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Investment Outlook, September 2026

September 30, 2026

After months of constrained oil supplies, rising inflation, and higher global long-term interest rates, investors widely...

March 27, 2026

Geopolitics have dominated headlines and markets through the first quarter of 2026, first with U.S. actions in Venezuela, then...

January 1, 2026

The year began with talk of “U.S. exceptionalism,” reflecting the economy’s relative strength; it ends with renewed...

October 22, 2025

October has a reputation for being a “spooky” month for markets. History gives us plenty of examples: the crash of 1929,...

September 30, 2025

As we enter the final stretch of 2025, policy changes have taken a back seat; investors have digested the fiscal impact of the...

June 26, 2025

An Era of Bad Feelings With the continual stresses and uncertainty in our country and abroad, it is hard to believe that we are...

March 31, 2025

Let’s cut to the chase: The first quarter of 2025 felt much worse than it was. The S&P 500 was down almost 5%, but our...

December 30, 2024

2024 was another year of continued market strength, with the Magnificent 7 tech stocks pushing the S&P 500 up close to 25% on...

September 26, 2024

This past week, the Federal Reserve cut interest rates by 0.50%. This was the first reduction in the Federal Funds rate since it...

June 30, 2024

The market continues to make new short-term highs, with the S&P 500 surpassing its previous high reached in January 2022, but...

March 28, 2024

After the 2023 year-end rally, the equity market strength has continued into 2024; the S&P 500 has hit all-time highs,...

December 20, 2023

With 2023 almost behind us, the U.S. economy has avoided the potential recession that dominated headlines a year ago. Our Federal...

September 27, 2023

When the U.S. sneezes, the rest of the world catches a cold – a popular expression among economists reflecting the importance...

June 29, 2023

Recession or Not? 2022 was the worst year in the market in over a decade, with the bond market index down more than any year...

March 31, 2023

This quarter started with a focus on the size of the next interest rate hike and has ended with investors questioning the...

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