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MARKET REVIEW: 3Q 2025
In the third quarter, financial markets built on the momentum of the post-Liberation Day recovery. The fear that gripped markets in early Q2 quickly gave way to exuberance as the rally progressed.
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A Persistent Hangover
We enter 2023 reeling from the worst investment conditions in generations which were precipitated by the high cost of three wars: the Russian invasion of
MARKET REVIEW: 4Q 2022
Like most investors, we were relieved to see 2022 end on a positive note. After two consecutive quarters of negative real US GDP growth, the
Supporting Scholars
We are honored to help provide a local student with the opportunity to study for and build a career, and we hope they will be
MARKET REVIEW: 3Q 2022
After staging a significant rally at the beginning of the quarter, stocks rolled over and continued on the downward trajectory that started back in January.
A College Savings Primer
With all of these savings methods, it’s best to start saving early – preferably as soon as the child is born or adopted. Time is
MARKET REVIEW: 2Q 2022
Financial markets remained volatile in the second quarter, making the first half of this year one of the most difficult in over 50 years.
