Market Commentary April 14, 2026 Q1 2026 Market Commentary Getting on Base The first quarter of 2026 handed investors a reminder: allocating according to the status quo is no longer the best or only way to build portfolios. The standard 60/40 portfolio stumbled as U.S. large-cap stocks (as proxied... READ MORE
Market Commentary January 7, 2026 2026 Market Outlook: Six Questions for 2026 Markets Exceeded Expectations in 2025 During 2025, traditional asset classes delivered emphatic performance. The SP 500 delivered a third consecutive year of double-digit returns. The Bloomberg Barclays Aggregate posted its best year since 2020. International stocks had their strongest year... READ MORE
Market Commentary October 20, 2025 Q3 2025 Market Commentary: A Tale of Two Cities It Was the Best of Times; It Was the Worst of Times. If Charles Dickens had been writing about markets instead of the French Revolution, he might have penned those words about 2025 instead of 1792. The third quarter was... READ MORE