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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap

Benchmark Review & Monthly Recap, December 2025

January 6, 2026
Stocks bounced around in December and turned in mixed results for the month. However, the major stock indices gained ground in Q4 and had another solid year of gains in 2025. Several indices ended the year near all-time highs. See Table 1 for December 2025, Q4, and YTD returns.
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Monthly Moves
Monthly Moves

Monthly Moves: Charting Our Strategies, December 2025

January 5, 2026
Equities continue to benefit from rising earnings and an accommodative Federal Reserve. In mid-December, the Fed cut the short-term rate by 25 basis points (bps) to 3.75%, its third reduction since September, as slowing job gains pushed unemployment to 4.6%.
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Office Hours
Office Hours

Understanding Probate: What Advisors Should Know

December 15, 2025
In the first episode of our Office Hours Wealth Planning series, Senior Wealth Planners Patrick Schultz and Shelby Anderson explore what probate is, why it occurs, and the key reasons many families choose to avoid it.
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Office Hours
Office Hours

Understanding Probate: What Assets Go Through Probate?

December 15, 2025
In the second episode of our Office Hours Wealth Planning series, Senior Wealth Planners Patrick Schultz and Shelby Anderson outline which assets are subject to probate, how title and beneficiary designations impact the process, and why misconceptions around wills and joint ownership often create estate planning pitfalls.
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Monthly Moves
Monthly Moves

Monthly Moves: Charting Our Strategies, November 2025

December 8, 2025
Markets experienced meaningful volatility in November as investors reacted to the extended government shutdown, uncertainty surrounding Federal Reserve policy, and growing questions about the long-term sustainability of AI-related capital spending.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap

Benchmark Review & Monthly Recap, November 2025

December 4, 2025
After experiencing a modest 5% correction, equities generally recovered in the latter part of November, but final results were ultimately mixed.
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