April 13, 2026EXECUTIVE SUMMARY Review of Q1 2026 In Q1 2026 financial markets rapidly shifted attention from worries over tariffs and the…- January 5, 2026EXECUTIVE SUMMARY Review of Ǫ4 and 2025 Despite its rocky start, the year 2025 produced positive returns across nearly all…
- October 8, 2025EXECUTIVE SUMMARY Review of Ǫ3 2025 Despite the volatile geopolitical and domestic environments, returns on major market indices were uniformly…
- July 11, 2025EXECUTIVE SUMMARY Review of Ǫ2 2025 In a calendar quarter labeled by one financial journalist as “…historic and tumultuous”i most…
- April 4, 2025EXECUTIVE SUMMARY Review of Q1 2025 & Early April Financial markets reversed course in the First Quarter of 2025 as…
- March 7, 2025Equity and bond markets have experienced a significant rise in day-to-day volatility over the last two weeks as indicated by…
- January 10, 2025Will Success Spoil the S&P 500? Despite a minor selloff in the second half of December, the S&P 500 Index…
- October 7, 2024EXECUTIVE SUMMARY The accumulated debt outstanding of the U.S. federal government has burgeoned over the last ten years and now…
- October 1, 20192019: A Year of Both Risk and Return? Both stocks and bonds enjoyed positive returns in the Third Quarter 2019,…
- July 1, 2019Will the Fed Disappoint? Stocks and bonds delivered spectacular performance in the first six months of 2019. The S&P index…