
Newsletter
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%.
June 11, 2025

Newsletter
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.
May 9, 2025

Newsletter
March 2025 Newsletter
We expected heightened market volatility, and March certainly lived up to that expectation.
April 7, 2025

Newsletter
February 2025 Newsletter
Market volatility arrived in February and we saw a decline of the S&P 500 by 1.3%.
March 10, 2025

Newsletter
December 2024 Newsletter
The S&P 500 had another strong year in 2024, gaining an impressive 25.02%.
January 10, 2025