Monthly Market Reflection

By Kyle Bergacker, CFA® The US consumer remains central to economic momentum, yet the picture today is more complicated than a single data point or trend can capture. While overall spending…

By Kyle Bergacker Alternative investments often carry an air of complexity, frequently misunderstood as exotic, overly volatile, or exclusive to the ultra-wealthy. Yet, for clients, these assets offer a compelling…

By Tyler Ellegard In financial markets, a variety of well-known aphorisms often guide investor behavior — phrases such as “So goes January, so goes the year,” “Buy low, sell high,” and “Sell in May and…

By Lisa Schreiber “Both optimists and pessimists contribute to society. The optimist invents the aeroplane, the pessimist the parachute.”   —      George Bernard Shaw In a market environment often clouded by uncertainty, the…

By Kyle Bergacker The US labor market has navigated a complex landscape over the past two years, balancing resilience with emerging challenges. Over the last few years, the labor market has…

By Tyler Ellegard After years of US stock market dominance, international stocks are staging a comeback in 2025. So far this year, international developed and emerging markets have outperformed their American…

By Lisa Scheiber As we are entering the warmer months of the year, investors experienced some April-like weather in the stock market last month. Adding to the uncertainty, one of…

By Keith Gangl The speculation about potential tariff impacts on the US economy and markets has been pervasive since February. President Trump’s April 2 announcement, proclaimed as “Liberation Day,” surprised markets…

By Tyler Ellegard The US stock market, as measured by the S&P 500 Index, reached an all-time high on February 19 of this year but has since retreated amid escalating tariff…

By Keith Gangl Stock market volatility is the movement or swing in stock prices. Volatility can make investors anxious as stock prices rise and fall, especially when markets experience a pullback.…