July Recap: Reflecting on the YTD Market Volatility & Recovery
Monthly Market Summary Key Market Themes Trade De-Escalation Boosts Risk Appetite. July saw meaningful trade de-escalation as Washington reached separate agreements with Japan and the EU. The frameworks set tariffs at 15% on most exports, along with still-undefined additional investments in the U.S. The trade deals boosted risk appetite and helped the S&P 500 set […]
May Recap: Reflecting on the YTD Market Volatility & Recovery
Monthly Market Summary Markets Back Near All-Time Highs, But Forward Visibility Remains Low The defining story of 2025 has been changing trade policy. Markets have weathered two months of policy-driven volatility, only to end up roughly where they started. After a nearly 20% decline from late February to early April, the S&P 500 has rebounded […]
Navigating the Markets and Building Wealth Webinar
May 21, 2025 – Managing Director Shawn Wallace hosts Managing Directors Derek Scarth and Josh Freedman and Head of Wealth Planning Mallon FitzPatrick to discuss the markets as well as provide wealth planning tips to help secure your financial future.
April Recap: Rising Policy Uncertainty Leads to Increased Market Volatility
Monthly Market Summary Markets Rebound from an Early-Month Selloff as Trade Tensions Ease Stocks declined in early April after the White House unveiled sweeping tariffs, with the S&P 500 falling over -10% in the first week. However, after the administration paused tariffs and trade tensions eased, the S&P 500 rebounded to finish the month with […]
March Recap: The Market Navigates Economic and Policy Uncertainty
Monthly Market Summary Stocks fell in the first quarter after two consecutive years of gains exceeding +20%. The year started off strong, with the S&P 500 reaching a new all-time high in mid-February. However, sentiment shifted late in February amid rising policy uncertainty in Washington, and the S&P 500 ended the quarter down. There are […]
February Recap: The Market Navigates Economic and Policy Uncertainty in February
Monthly Market Summary Stocks and Bonds Move in Opposite Directions Amid Market Rotation Stocks traded lower in a late-month sell-off as sentiment weakened. The S&P 500’s decline erased most of its post-election gains, which had been driven by expectations for stronger growth and deregulation under the new administration. Smaller companies underperformed, with the Russell 2000 […]
January Recap: Stocks Rally as Market Leadership Shifts in Early 2025
Monthly Market Summary Stocks Trade Higher as Market Leadership Rotates After 2024’s Gains Stocks traded higher to start 2025, but there was a change in market leadership as the rally broadened. Large Cap Value, which underperformed over the past 12 months, outperformed Large Cap Growth by over +2.5% in January. Likewise, the Dow Jones Index […]