September 25, 2026
As the September Federal Reserve meeting has come and gone, we now look out at a landscape that is rather confusing for most investors, individual and institutional. In case you’ve missed it, here is a high level summary and then our thoughts on what’s next and what to watch for: On September 16th, the Kevin...
September 25, 2026
Equity markets rebounded in August, again led by technology and AI-related names. Bonds held relatively steady despite rising yields, but are also becoming a temporary drag on portfolio returns. Here's where things stood at the end of August: S&P 500 (TR): +2.7% in August, +13.1% year-to-date Dow Jones Industrial Average (TR): +1.5% in August, +11.8%...
August 20, 2026
July Market Performance Equity markets posted mixed results in July, as investors rotated out of growth stocks into value and international. Despite a sharp pullback, the Nasdaq-100 still leads the major indices year-to-date. Bonds lost ground in July and now sit slightly negative year-to-date. Here’s where things stood at the end of July: S&P 500...
July 15, 2026
The June Consumer Price Index fell by 0.4% to annualized 3.5% rate- better than expected. The Federal Reserve’s preferred index, Personal Consumption Expenditures will be out at the end of July for June, has been showing a different picture but nothing that indicates the need for a drastic Federal move. Energy prices remain the biggest...
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