Monthly Market Update: Markets Digest the Path of Interest Rates & the Next Phase of the AI Cycle
In November, there was a noticeable shift in investor sentiment toward AI stocks, moving from broad enthusiasm to increased scrutiny and selectivity.
Why Investors Can Be Thankful in 2025
The year 2025 has been a good one for investors, and there is much to be thankful for.
Weekly Market Recap | Nov. 21, 2025
Markets endured a volatile week as AI valuation concerns and Fed policy uncertainty pressured equities.
Chart of the Month | S&P 500 Sets More Than 35 New Highs for Second Consecutive Year
The stock market is having another record-setting year. The chart below shows the S&P 500 has set 36 new highs since the start of the year.
Last Week on Wall Street: The Government Resumes Business [Nov. 17-2025]
Stocks ended mixed after a nail-biting week for investors, who grew anxious over megacap tech valuations and interest rates as the government shutdown came to an end.
Credit Concerns and “Cockroaches”
Since 2008, significant lending activity has shifted to “non-depository financial institutions” (NDFIs) such as private credit funds, mortgage companies, insurance companies, online lenders, and more.
Last Week on Wall Street: Tough Week for Tech Stocks [Nov. 10-2025]
Stocks hit a rough patch last week as fresh labor market data, low consumer sentiment, and the ongoing government shutdown unnerved investors.
Monthly Market Update: Stocks Hit New Highs as Market Navigates Shutdown, Fed Policy, & AI Spending
Stocks hit new highs as the market navigates shutdowns and Fed policy changes. Learn about this month’s market dynamics.
Last Week on Wall Street: A Cautious Fed [Nov. 3-2025]
Stocks rose last week as trade developments, positive Q3 corporate results, and momentum in megacap tech drove another rally, despite some cautious comments from the Fed.
The Role of Dividends as the Fed Cuts Rates
While dividends are often seen as boring, especially compared to high-flying stocks that attract investor and media attention, the reality is that the role of dividends in portfolios should not be overlooked.
Last Week on Wall Street: Happy Q3 Results in Upbeat Market [Oct. 27-2025]
Stocks rose last week thanks to a full slate of upbeat third-quarter corporate results and mild inflation data, which helped soften concerns over trade tensions with China.
Chart of the Month | Consumers Are Optimistic About the Market, But Cautious on Economy
Recent consumer survey data has revealed a widening gap between how consumers view the stock market and the economy.
Last Week on Wall Street: Stocks Boost on Strong Q3 Results
Stocks pushed higher last week, buoyed by strong third-quarter results posted by several money center banks.
Quarterly Webinar: Q4 2025 Market and Economic Themes
Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 4th quarter of 2025.
Are You Holding Too Much Cash?
Of course, there’s always a place for the greenback in investment portfolios, but are you holding too much cash?
