February 2026 Market Recap and March Outlook
February 2026 Market & Economic Recap February Recap After a strong start to the year, U.S. equities in aggregate paused […]
Blog, Market & Economic Updates
Blog, Market & Economic Updates
January 2026 Market Recap and February Outlook
January 2026 Market & Economic Recap January Recap January 2026 presented markets with a reminder that transitions are rarely linear.
Blog, Market & Economic Updates
December Market Recap and January Outlook
December Market & Economic Recap: From Anticipation to Transition Markets close out the year focused on policy normalization, cooling
Blog, Market & Economic Updates
November Market Recap and December Outlook
November Market & Economic Recap: Balancing Growth and Stability as the Fed Weighs Its Next Move From equities to bonds,
Blog, Market & Economic Updates
October Market Recap and November Outlook
October Market & Economic Recap: Fed Cuts, AI Gains, and Navigating Year-End Volatility October markets were mixed, but posted positive
Market & Economic Updates
September Market Recap and October Outlook
September Market & Economic Recap: The Fed’s Easing Cycle Begins Against Backdrop of Cooling Employment September proved to be an
Market & Economic Updates
August Market Recap and September Outlook
August Market & Economic Recap: Small Caps Lead the Charge August delivered another month of positive returns across most major
Market & Economic Updates
July Market Recap and August Outlook
July Market Recap and August Outlook: Continued Strong Equity Performance Despite a steady stream of political noise, geopolitical risks, and
Market & Economic Updates
June Market Recap and July Outlook
June Market Recap and July Outlook: Ongoing Trade Uncertainty Markets demonstrated resilience in June, even as uncertainty around Federal Reserve
Financial Education
How to Protect Your Family, Your Legacy, and Your Wallet with Smart Estate Planning
How to Protect Your Family, Your Legacy, and Your Wallet with Smart Estate Planning As a financial advisor, I’ve seen
