
June 2025 Newsletter
Despite ongoing concerns around tariffs and geopolitical tensions, the stock market delivered a surprisingly strong performance in June.

May 2025 Newsletter
The S&P 500 rose by 6.15% during the month, pushing the index back into positive territory for the year with a modest gain of 0.51%.

April 2025 Newsletter
April proved to be a volatile month for the stock market, marked by sharp swings and mixed results across major U.S. indexes.

March 2025 Newsletter
We expected heightened market volatility, and March certainly lived up to that expectation.

February 2025 Newsletter
Market volatility arrived in February and we saw a decline of the S&P 500 by 1.3%.

January 2025 Newsletter
The S&P 500 Index posted a 2.78% gain for the month.

December 2024 Newsletter
The S&P 500 had another strong year in 2024, gaining an impressive 25.02%.

November 2024 Newsletter
The S&P 500 had its strongest month of the year, rising 5.43%, bringing its total return for 2024 to an impressive 28.07%.

October 2024 Newsletter
Despite a slip of 0.91% in October, the index remains up an impressive 20.97% year-to-date.