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Blog

Market Volatility and Recovery: A Year-to-Date Reflection

06/05/2025

Monthly Market Summary The S&P 500 Index returned +6.3%, its strongest 1-month return since November 2023. Large Cap Growth stocks led the rally, with the Nasdaq 100 and...

Rising Policy Uncertainty Leads to Increased Market Volatility

05/07/2025

Monthly Market Summary The S&P 500 Index returned -0.9%, outperforming the Russell 2000 Index’s -2.3% return. Technology was the top-performing S&P 500 sector,...

Key Updates on the Economy & Markets

03/24/2025

Key Updates on the Economy & Markets The major development in 3Q24 was the Federal Reserve’s decision to cut interest rates by -0.50%, the first rate cut of this cycle. It...

The Market Navigates Economic and Policy Uncertainty in February

03/04/2025

Monthly Market Summary The S&P 500 Index returned -1.3%, outperforming the Russell 2000 Index’s -5.2% return. Six of the eleven S&P 500 sectors traded...

Stocks Rally as Market Leadership Shifts in Early 2025

02/05/2025

Monthly Market Summary The S&P 500 Index returned +2.7%, marginally outperforming the Russell 2000 Index’s +2.5% return. Seven of the eleven S&P 500 sectors...