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Market Update

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

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Market Update

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

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Market Update

Market Update, May 2025

On April 8th, the S&P 500 was down 15.28% year-to-date. It has since recovered and is now down only 5.45% year-to-date. It’s a nice recovery—though, of course, the index is still negative for the year. Fortunately, other components of a diversified portfolio are positive in

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