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.
A Weakening Dollar: Should You Worry?
The dollar has weakened in recent months amid trade and economic uncertainty, declining against a basket of major currencies to its lowest level in three years.
Last Week on Wall Street: Trade Tension Down, Economy Up [June 9-2025]
Stocks rallied last week as investors responded to upbeat economic data and easing trade tensions.
Monthly Market Update: Reflecting on YTD Market Volatility & Recovery
After a nearly 20% decline from late February to early April, the S&P 500 has rebounded and is within 4% of its all-time high.
Last Week on Wall Street: Markets Cheer U.S/.E.U. Trade Talks [June 2-2025]
Stocks advanced over the short trading week, bolstered by a possible trade deal with the European Union.
Beyond the S&P 500: Opportunities for Diversification
While the S&P 500 and Dow remain important benchmarks, investors should consider the benefits of diversifying across many other parts of the market, including smaller companies and international stocks.
U.S. Credit Downgrade: Hype vs. Reality
As a follow-up to one of my recent articles on this topic, one of the world’s top credit rating agencies recently made a move no one wanted to see, and the financial media took notice.
Last Week on Wall Street: Markets Cringe At Returned Tariff Talk [May 27-2025]
Stocks moved lower last week as fiscal fears and fresh tariff threats loomed over market sentiment.
