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Market Updates
Market Updates

Market Update: The Fed Cuts Rates by 0.25%, With Dovish Views

September 18, 2025
On Tuesday, the market advanced pretty sharply in advance of an anticipated rate cut by the Federal Reserve, with the major equity indices trading in new high territory, supported by strong fundamentals with rising corporate earnings expectations.
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Monthly Moves
Monthly Moves

Monthly Moves: Charting Our Strategies, August 2025

September 8, 2025
Broad measures of U.S. and international equities surged to record highs in August, driven by robust earnings that helped offset the drag from rising foreign long-term interest rates. The small-cap Russell 2000 Index led the charge with a 7.1% gain, the S&P 500 advanced 2.0%, and the MSCI All Country World Index ex-U.S. rose 3.5%.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap

Benchmark Review & Monthly Recap, August 2025

September 4, 2025
The Dow Jones Industrial Average achieved new all-time highs in August, finally joining the S&P 500 and NASDAQ Composite with record levels in 2025.
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Monthly Moves
Monthly Moves

Monthly Moves: Charting Our Strategies, July 2025

August 11, 2025
Despite ongoing tensions — including President Trump's continued pressure on Fed Chair Powell, ongoing trade negotiations, and geopolitical issues across the globe — the markets continued to push higher in July.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap

Benchmark Review & Monthly Recap, July 2025

August 5, 2025
Stocks continued higher in July led by the large-cap growth space, which is reflected by the S&P 500 and Nasdaq Composite leading index returns.
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Gauging The Economy
Gauging The Economy

2nd Quarter 2025 Economic and Capital Market Review

July 24, 2025
Each quarter, the Client Portfolio Management Team records a video reviewing the economy and the markets to assist you in conversations with your clients. Watch the video and scroll down for investment ideas in today’s markets.
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