
MARKET REVIEW: 1Q 2025
After a post-election rally late in 2024, the S&P 500 reserved course and touched correction territory in the new year.
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After a post-election rally late in 2024, the S&P 500 reserved course and touched correction territory in the new year.

Love and money are two of the most significant forces in any relationship, but they don’t always go hand in hand.

Bottom Line: We remain constructive but cautious for 2025. Policy risk, volatility, and elevated interest rates may test investors’ patience.

Wholesale change made overnight is not something we are good at sustaining. However, small changes implemented over time can make a significant difference.

Investors started 2024 with high hopes, anticipating continued GDP growth, slowing inflation, a more accommodative Fed, and climbing corporate profitability in the year.

Holiday gift-giving can be a challenge; what can you give that won’t be regifted, thrown out, returned, or relegated to a drawer or closet? How

Markets quickly reacted to potential policy changes, but until those policy specifics are shaped and clarified, we aren’t making broad changes. We’re closely monitoring developments

Why is there such a thing as a National Estate Planning Awareness Week? Estate planning is more important than you might think! If you die

With signs of inflation moderating and a labor market easing, the Federal Reserve lowered rates in September after over a year of maintaining rates at

Over the summer of 2024, the political landscape changed dramatically when President Joe Biden decided to drop his reelection campaign and endorse current Vice President,