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Monthly Moves
Monthly Moves

Monthly Moves: Charting Our Strategies, March 2025

April 8, 2025
In the final month of Q1, the market declined due to heightened tariff concerns and economic uncertainty with single digit price declines in the major U.S. benchmarks versus gains in global markets.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap

Benchmark Review & Monthly Recap, March 2025

April 7, 2025
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Office Hours
Office Hours

Tariffs In Action

April 4, 2025
In this episode of Office Hours, Head of Client Portfolio Management Glenn Dorsey discusses the markets’ reaction to the “Liberation Day” tariffs and what might happen next.
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Market Updates
Market Updates

Stay The Course

April 4, 2025
Anxiety has been building over the last several weeks about what the Trump tariffs would look like. The S&P 500 peaked on February 19 and experienced a 10% correction by March 13 as this uncertainty mounted. The stock market reflected a lot of bad news leading up to “Liberation Day” on April 2, the day Trump would unveil his proposed tariffs.
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Market Updates
Market Updates

Market Update: Investor Sentiment Hits Extreme Lows — A Bullish Signal?

March 14, 2025
In our Annual Outlook at the beginning of the year we stated, “Markets are cyclical. Corrections are normal. On average the S&P 500 has experienced three 5% corrections a year, a 10% decline once a year, a 15% decline every two years, and a 20% or greater bear market every three years.
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Monthly Moves
Monthly Moves

Monthly Moves: Charting Our Strategies, February 2025

March 10, 2025
The Trump administration’s inconsistent tariff policies with major trade partners like Mexico, Canada, and China dampened investor optimism and consumer sentiment in February.
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