Market Overview 2025 4th Quarter

STOCKS CONTINUE TO STUMBLE TO GAINS As I mentioned in our Christmas card to clients, the stock market stumbled and wobbled during the fourth quarter, but ultimately regained its footing and finished the year at record highs. The S&P 500 edged higher by 2.2% in Q4. For the full year 2025, the market also experienced […]

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Market Overview 2025 3rd Quarter

THE STOCK MARKET MARCHES HIGHER, BUT FOR HOW MUCH LONGER? Investors have a lot to be happy about, particularly considering the swoon that happened earlier this year. Stocks have been sailing higher since then. For the third quarter, the S&P 500 notched an 8.1% gain and is now up 13% for 2025. Still, there are […]

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Market Overview 2025 2nd Quarter

THE STOCK MARKET IS THE FINAL ARBITER?  It took the entire quarter, but the market did it. The penultimate day yielded a record, eclipsing the previous high from February 19. There was a 15% drop in the S&P in the first seven days of the quarter. The 81 day recovery from the low on April […]

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Market Overview 2025 1st Quarter

UNCERTAINTY. WHERE IS THE LOW? A gloomy first quarter, and a subsequent precipitous plunge, has left us all hoping for stabilization in the markets. This kind of turmoil calls for our principal objective, which is to preserve our clients’ capital and prepare for a better environment to invest. So far, “Uncertainty” is the buzzword causing […]

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