Investment Commentary

Markets Hold Steady as Value and Small Caps Lead

2026 Opens with Momentum and Cautious Optimism

2025 Market Recap: Strong Returns Across Assets, Elevated Valuations, and Falling Rates Set the Stage for 2026

Risk-On Rally as the Fed Fine-Tunes Policy and Market Leadership Broadens

Markets Rally Through Data Fog as Fed Expectations Drive Sentiment

Markets Rebound as Fed Signals December Rate Cut

Hawkish Fed, Weakening Labor Data, and Markets Pushing Cuts to 2026

Earnings Strength Anchors a Volatile Market

S&P Gains Mask Underlying Market Exhaustion

Investment Commentary – October 27, 2025

Investment Commentary – October 20, 2025

Investment Commentary – October 13, 2025