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News & Commentaries


Q4 2025 Market Commentary
As we enter the final quarter of the year, the economy continues to grow and the stock market continues to rally. Both the economy and the stock market are being increasingly pulled by the technology sector. Outside of the technology sector, things are not as robust. Inflation continues to be stubbornly high and the employment market is weakening. In this commentary, we will discuss the policy challenges this creates for the Federal Reserve because the policy tools needed


Q3 2025 Market Commentary
The financial markets ended the first quarter with a sharp sell-off centered around high valuations and tariffs. In our opinion, the...


Q2 2025 Market Commentary
The markets have had a steep sell-off over the first quarter of 2025. In our last commentary, we mentioned that valuations on the...


Q1 2025 Market Commentary
In our last commentary, we talked about how we believe that after two strong years in the financial market, that 2025 will be tougher,...
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