
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.

September 2024 Newsletter
The stock market’s impressive run continues in 2024, with September delivering a solid return of 2.14%.

August 2024 Newsletter
August volatility began with a sharp drop to the S&P 500 but finished strong with a 2.43% gain.

July 2024 Newsletter
The S&P 500 index experienced a modest increase of 1.22%, but not without some volatility.