If you only looked at the stock market, it was a relatively quiet quarter. The S&P 500 gained a couple of percent for the quarter and around 12% for the year (as of 9/30). Underneath the surface, it was anything but
The first six months of 2026 rewarded investors who stayed disciplined through the volatility (or just flat out ignored all the frantic headlines). Despite concerns over inflation, interest rates, Middle East tensions, and whether AI-related spending could continue at its blistering pace, stocks pushed higher.
Writing a quarterly newsletter to summarize the past 3 months and look ahead at the next 3 months is never easy. It is especially difficult when you have as much happening as we do right now. Based on the market performance in the 1st quarter, you would think all of
2025 started with optimism that was quickly put to the test as President Trump announced a series of strong tariffs ahead of his April “Liberation Day” announcement. As stocks plummeted, the President reversed coarse, just before the S&P 500 hit “bear market” territory of
Artificial Intelligence (AI) is most certainly transforming industries and grabbing headlines. From chipmakers like Nvidia to tech giants like Microsoft and Google to “forgotten” companies like Oracle, AI-related stocks have soared, helping push the S&P 500 to new highs. The excitement
