by admin | May 8, 2026 | 2026, Investment, Market, Model Strategies, Newsletter Article, Q1, Review
by David Young, President The first quarter of 2026 was one for the books, and not in the way anyone hoped. A war in Iran. Oil prices soaring to historic levels. Shipping through the Strait of Hormuz nearly coming to a halt. Stocks dropping across every major market....
by admin | May 8, 2026 | 2026, Market, Outlook, Q1, Review
by Nathan White, CIO As we enter 2026, the investment landscape remains constructive, though increasingly nuanced. Our outlook is broadly bullish, grounded less in traditional valuation comfort and more in the sheer scale of global liquidity being injected through...
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 | 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,...
by admin | Jun 26, 2024 | 2024, Q1
by Nathan White, CIO Stocks continued their winnings ways to start the year. According to NDR, it was the best start since 2019 and the 14th best since 1926. This was an impressive performance after a strong end to 2024. Growth and large cap stocks, led by the...
