by admin | Jan 9, 2026 | 2025, Newsletter Article, Q2
by David Young, President The first half of 2025 reminded us how quickly sentiment can shift—and why disciplined investing is so important. In March, the S&P 500 was down nearly 19% from its February high. Media outlets were predicting an imminent bear market, as...
by admin | Jan 9, 2026 | 2025, Q1
by Nathan White, CIO As we close the first quarter of 2025, the investment landscape has been shaped by evolving economic policies, market volatility, and the enduring importance of disciplined portfolio management. While long-term investing remains the foundation of...
by admin | Jan 9, 2026 | 2025, Q1, Review
by David Young, President Market Overview: The first quarter of 2025 was marked by significant volatility, mainly driven by rising trade tensions and substantial tariffs imposed by the U.S. administration. The S&P 500 dropped by 4.3%, representing its worst...
by admin | Apr 16, 2025 | 2024, Q3
by Nathan White, CIO Equity Markets: A Year of Concentration and Divergence This year, equity markets were dominated by a narrow group of high-growth technology companies—the so-called “Magnificent Seven”—while much of the broader market underperformed. In December...
by admin | Apr 16, 2025 | 2024, Q4
by David Young, President A Tale of Two Markets 2024 could be described as either the best of times or the worst of times, depending on how you were invested. With a volatile presidential election, persistent inflation, and significant geopolitical conflicts, it was a...
