Apr 1, 2026 Market Commentary 1ST QUARTER 2026 SUMMARY The markets started the year on an upward trend but dropped as the attacks in Iran unfolded. The uncertainty around how things would progress and the spike in energy prices gave the markets a reason to sell off from the recent highs... Read More
Jan 27, 2026 Market Commentary 4TH QUARTER 2025 SUMMARY During the 4th quarter the U.S. equity markets moved higher before trimming gains as year end approached. The Dow Jones Industrial Average rose 4.5%, while the Nasdaq and the S&P 500 added 2.7%. The markets continued their bullish moves bolstered by strong earnings reports especially from the financial and tech sectors, better than expected inflation numbers... Read More
Oct 1, 2025 Market Commentary 3RD QUARTER 2025 SUMMARY During the third quarter the U.S. equity markets continued the strong move higher. The Nasdaq climbed 11.4%, the S&P 500 gained 8.1%, and the Dow Jones Industrial Average added 5.7%. The markets had a notably bullish feel as AI technology and the related infrastructure boom ignited investor optimism... Read More
Jul 1, 2025 Market Commentary 2ND QUARTER 2025 SUMMARY During the second quarter the U.S. equity markets rallied following the “tariff tantrum” sell-off in late March and early April. The Nasdaq jumped 18.0% the S&P 500 climbed 10.9%, while the Dow Jones Industrial Average posted a more modest gain... Read More
Apr 1, 2025 Market Commentary 1ST QUARTER 2025 SUMMARY During the first quarter the U.S. equity markets pulled back following a robust 2024. The Nasdaq suffered the largest decline, dropping 10.3%, the S&P 500 fell 4.3%, while the Dow Jones Industrial Average managed a more modest loss of 0.9%. Read More
Jan 1, 2025 Market Commentary 4TH QUARTER 2024 SUMMARY During the fourth quarter the U.S. equity markets continued to move higher. The Nasdaq led the way gaining 6.4%, the S&P 500 added 2.4%, while the Dow Jones Industrial Average managed a more modest gain of 0.9%... Read More