Don’t Fight The Fed
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…
August Makes Four in a Row
By Keith Gangl The US stock market finished in positive territory in August, with the S&P 500 posting a 2.02% gain to extend its winning streak to four consecutive months. This…
The Optimist’s Case
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…
July Continues Market’s Winning Ways
By Keith Gangl, CFA® The stock market’s second half began where the first half ended with continued strength and continuing its winning ways. The S&P 500 gained 2.24% in July while…
US Labor Market: Balancing Growth and Uncertainty
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…
Markets Set Record Highs
By Keith Gangl The first half of 2025 is now in the books, and it proved to be a memorable period for investors. As June ended, the stock market, as…
Momentum In International
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…
Bounce-Back May
By Keith Gangl Following a volatile April, May delivered a remarkable turnaround with normalized volatility and impressive stock market returns. The Wall Street adage of "sell in May and go…
Spring Swings
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…
Market Volatility In April
By Kieth Gangl April is one of the shortest months in the calendar year, yet the market volatility made it feel extraordinarily long. As we discussed over the last few…