Market Commentary Archives

Webinar: The Case for Private Markets

Join us for a webinar on private market investments, as we discuss their potential impact on diversified investment portfolios.

The Bull Market Cycle: Investment Lessons and the Wall of Worry

It has now been more than three-and-a-half years since the bull market began in October 2022.

Weekly Market Recap | April 24, 2026

Markets moved higher for a fourth consecutive week, with the S&P 500 and Nasdaq both closing at fresh all-time highs for the second week in a row.

Chart of the Month | Market Volatility: The Best Days and Worst Days Travel Together

The stock market's best and worst days tend to arrive together, and the early months of 2026 offered a timely reminder.

A Balanced View of Inflation and Earnings as the War in Iran Evolves

The conflict between the United States and Iran continues to evolve, with markets reacting to each new set of headlines.

Weekly Market Recap | April 18, 2026

The S&P 500 gained nearly +4.5%, extending an 11-session V-shaped recovery. The Nasdaq set its own record, gaining nearly +7%.

Quarterly Webinar: Q2 2026 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 2nd quarter of 2026.

Weekly Market Recap | April 10, 2026

Stocks traded higher for a second consecutive week as a ceasefire announcement between the U.S. and Iran triggered the strongest single-day rally in roughly a year.

Global Portfolio Perspectives on the Dollar, Gold, and International Stocks

Global events have been at the center of financial market activity, with high oil prices, geopolitics, and new tariff rules capturing investor attention.

1st Quarter 2026 Market and Economic Review

The first quarter was eventful for markets. Stocks traded higher to start the year, with the S&P 500 posting a modest gain in January.

When Fear Spikes, History Rewards the Patient Investor

Market fear is back. The VIX hit 31 last Friday. However, when fear spikes, history rewards the patient investor.

Weekly Market Recap | March 27, 2026

Market trading this week was shaped by ceasefire headlines between the U.S. and Iran.

How Oil and AI Are Impacting Stock Market Sectors

In today's environment, the difference between the best and worst performing sectors has widened to over 40 percentage points this year.

Weekly Market Recap | March 20, 2026

This week mirrored last week: stocks traded higher early, then fell and finished lower in a late-week selloff.

Market Pullbacks and Portfolio Balance

The ongoing conflict in Iran and rising oil prices have been the primary drivers of stock market swings in recent weeks.

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