Yearly Archives: 2025

Overview- 2025 has been an exciting year between war, tariffs, inflation, and so on. Regardless of the volatility, the market hasn’t moved too much since last year, so we have reserved judgement until things are a bit clearer. Our expectation is that, barring any further surprises, there is potential for the market to move [...]

Overview- After a sharp post-election rally, the broad equity market pulled back towards the end of the year and finished mixed for the 4Q. The Cap Weighted S&P 500 was up 2.5%, while the Equal Weight S&P declined -1.9%. Mid and Small cap were negative by -1% to -2%, and international was down over [...]