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...
by admin | Nov 16, 2024 | 2024, Q3
by David Young, President A Fed Cut and an Election Last month, the Federal Reserve made a significant move, enacting its first rate cut since early 2020. The central bank slashed the federal funds rate by 50 basis points or one-half of one percent, bringing the...
by admin | Nov 16, 2024 | 2024, Q3
by Nathan White, CIO Preparing for the Post-Election Fiscal Reality As the election approaches, debates over economic policy, tax reforms, and government spending are in full swing. Each party promises distinct solutions, but regardless of who wins, one thing is...
by admin | Nov 16, 2024 | 2024, Q2
by David Young, President Tech Giants Drive Rally The first half of 2024 has been impressive for large-cap growth and technology stocks, particularly in sectors related to semiconductors, communications, and international markets like Japan and Taiwan. Despite the...
by admin | Jun 26, 2024 | 2024, Q1
by David Young, President The first quarter of 2024 has been marked by dynamic market conditions, with US stocks enjoying a fifth month of gains and a record-setting rally that broadened beyond only the most significant tech stocks. This rally included more sectors,...
