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What the Iran Conflict Means for Investors
The U.S.-Israeli joint operation in Iran has now been underway for several weeks, and after an onslaught of news coverage and hyperbolic commentary, many investors are wondering what it means for the markets. The truth is, not even the highest-level experts know exactly where this

The Stock Market Year End Review
Patience, not prediction, continues to win. The market, as measured by the S&P 500, finished 2025 up 17.8%. That is almost unthinkable considering how much the market had already run in 2024. Not a single analyst at a major Wall Street bank predicted a return

Market Update – September 2025
We are now 70% of the way through the year, and it has been quite a ride for investors. The S&P 500 is up 13.5% year-to-date, even after experiencing an18% pullback back in March. Other markets have also delivered strong results: A common topic of discussion

Market Update: What Is Driving The Stock Market’s New Highs?
The S&P 500, the main yardstick for U.S. stocks, has once again reached record highs. A mild inflation report gave markets a boost, reversing a brief dip caused by a downward revision to earlier job numbers. Bonds have also climbed in value as investors grow

New Deductions, New Highs: What Changed After the July 4th Tax Bill
Market Update, July 2025 I hope everyone enjoyed a wonderful Independence Day weekend. Since the last July 4th, the S&P 500 has risen nearly 15%, the Nasdaq by nearly 14%, and international stocks by more than 16%. As recently as April 8th, the S&P 500

Market Update, June 2025
As we approach the midpoint of the year, the S&P 500 has already made a full recovery (as of May 13th) from its 15.28% decline, and the index seems to be itching to get to its prior all-time-high that was set on February 19th. International stocks