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Stocks Trade Higher as Federal Reserve Signals Rate Cut
09/17/2025Monthly Market Summary The S&P 500 Index rose +2.1% in August, bringing its year-to-date return to +10.7%. Large Cap Value stocks led with a +3.2% gain, while Large Cap Growth gained...
Stocks Trade Higher on Strong Q2 Earnings & Trade Deals
08/13/2025Monthly Market Summary The S&P 500 Index rose +2.3% in July, pushing its year-to-date return to +8.4%. Large Cap Growth stocks led with a +3.7% gain, while Large Cap Value gained...
Market Volatility and Recovery: A Year-to-Date Reflection
06/05/2025Monthly 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 Russell 1000 Growth...
Rising Policy Uncertainty Leads to Increased Market Volatility
05/07/2025Monthly 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, followed by Consumer...
Key Updates on the Economy & Markets
03/24/2025Key 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 came as the Fed...
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