Market Commentary Archives

The Magnificent 7, AI, and Concentration Risk

Understanding how similar periods of market concentration have played out in the past can help investors make better decisions about their long-term financial plans.

How Reliable is Government Data? A Balanced Look

The latest jobs report has raised questions about the reliability of government data, but understanding the uses and limitations of this data is the key.

Last Week on Wall Street: Stocks Rise on Earnings, Despite Tariffs [Aug. 11-2025]

Stocks rebounded last week as investor optimism for a September rate adjustment and strong Q2 corporate results overcame the rollout of fresh tariffs.

Monthly Market Update: Stocks Trade Higher on Strong Q2 Earnings & Trade Deals

Stocks climbed to new highs in July, with the S&P 500 and Nasdaq both logging six consecutive record closes late in the month.

Last Week on Wall Street: Markets Retreat After Data-Heavy Week [Aug. 4-2025]

Stocks fell last week as investors assessed progress on trade negotiations, new U.S. tariffs, and fresh data on the U.S. economy.

The Fed and Politics

Recent tensions between the White House and Federal Reserve have brought the topic of Fed independence into focus.

Chart of the Month | Lessons from the ’90s: How AI Is Powering a New Investment Cycle

Learn about the investment trends from the ’90s and how AI is currently influencing a new cycle in technology spending.

Quarterly Webinar: Q3 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 3rd quarter of 2025.

Last Week on Wall Street: Upbeat Q2, Trade News Cheer Investors [July 28-2025]

Last Week on Wall Street: Upbeat Q2 results and trade news boosted investor confidence and market gains significantly.

Last Week on Wall Street: Inflation and Consumers Adjust [July 21-2025]

Stocks were mixed last week, battling through tariff talk while responding to upbeat quarterly corporate reports and a trove of updates on the economy.

Last Week on Wall Street: T For Tariffs, T For Trillion [July 14-2025]

Stocks were slightly lower last week, while looking past news of fresh U.S. tariffs on nearly two dozen countries.

Should You Fear Market All-Time Highs?

Investing at all-time highs has actually produced solid results, often not far off from investing at any random time.

Last Week on Wall Street: Trade and Jobs Cheer Markets [July 7-2025]

Trade developments and continued momentum pushed all three major averages to modest gains again for a shortened holiday trading week.

2nd Quarter 2025 Market and Economic Review

In Q2, caution gave way to renewed optimism as tensions eased, tariffs had a limited economic impact, and companies posted stronger than expected Q1 earnings.

The Market Reaches All-Time Highs

Despite a challenging start to the year, the stock market has now reached new record levels.

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