by Jenny Thompson | Oct 15, 2026 | Quarterly Commentary
A rising tide is supposed to lift all boats. But that wasn’t really the story in the markets during the third quarter. The S&P 500 rose about 2%, but the gains were far from broad-based. Meanwhile, the bond market sold off resulting in higher interest rates....
by Jenny Thompson | Jul 15, 2026 | Economic, Quarterly Commentary
With the World Cup capturing attention this summer, it’s a good reminder that championships aren’t won in the opening minutes — or even in the first match. Likewise, successful investing isn’t determined by a single quarter. The second quarter was a welcome...
by Jenny Thompson | May 5, 2026 | Quarterly Commentary
The first few months of 2026 didn’t unfold the way many expected. Markets tend to like predictability, but in reality, surprises are common. Periods like this are a good reminder of an important principle: stick with a well-thought-out financial plan, especially when...
by Jenny Thompson | Jan 21, 2026 | Quarterly Commentary
The fourth quarter ended 2025 much as the year began—with competing forces pulling markets in different directions. Fresh drama arrived via the longest government shutdown in history and a tech sector sell-off amid AI bubble fears. Yet when the dust settled, equity...
by Jenny Thompson | Oct 14, 2025 | Quarterly Commentary
Shakespeare wrote: “All the world’s a stage, And men and women are merely players; They have their exits and their entrances; And one man in his time plays many parts.” If the U.S. government is the actor on stage, investors might wonder what kind of play we’re...
by Charles Webb | Aug 6, 2025 | Quarterly Commentary
What a difference a few short months can make. Last quarter, we were lamenting the sharp stock market selloff triggered by the administration’s sweeping tariff announcements. Fears of a trade war, concerns over higher consumer prices, and even talk of a possible...
