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Stocks Set New Highs as Geopolitical Tensions Ease
05/08/2026Monthly Market Summary The S&P 500 Index gained +10.5% in April, recovering its March decline and setting a new high. Communication Services led all S&P 500 sectors with a +18.5% return,...
1Q 2026 Recap & 2Q 2026 Outlook
04/02/2026Key Updates on the Economy & Markets The first quarter was eventful for markets. Stocks traded higher to start the year, with the S&P 500 posting a modest gain in January. However, the...
Market Leadership Broadens as Rotation Continues
03/05/2026Monthly Market Summary The S&P 500 Index declined -0.8% in February, but the headline masked broad underlying strength. The equal-weighted S&P 500 gained +3.5%, Large Cap Value rose...
Stocks Trade Higher as Market Leadership Broadens
02/04/2026Monthly Market Summary The S&P 500 Index gained +1.5% in January, setting a new high as it traded above 7,000 for the first time. Large Cap Growth declined -1.5% as tech stocks traded lower,...
Q4 Market Recap
01/07/2026Key Updates on the Economy & Markets Markets navigated a complex environment in Q4. The quarter started with a government shutdown, which lasted 43 days and delayed key economic data releases....
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