February Market Recap: Inflation, Tariffs, and the Return of Geopolitical Risk

Following a strong start to the year in January, markets encountered a bit more volatility in February. The S&P 500 declined approximately -0.76% (returns per Bloomberg), while fixed income provided ballast with the Bloomberg U.S. Aggregate Index finishing the month up 1.64% (returns per Bloomberg)....

By Justin Lowry

Strong Start but Uncertainty Looms

January delivered a solid start to the year for financial markets. Equities posted gains, economic data remained resilient, and enthusiasm around artificial intelligence continued to support key growth sectors. At the same time, outlook for leadership at the Federal Reserve, renewed geopolitical ten...

By Justin Lowry

December Market Recap: Flat Returns, Strong Year, and Why Scenario Planning Matters

December was a fitting finish to a year that tested investor patience, challenged assumptions, and ultimately rewarded discipline. While the final month of 2025 delivered muted returns, the broader year reinforced an important theme: macro outcomes like inflation, growth, and Fed policy are driving ...

By Justin Lowry

Wealth Management 2026 Market Outlook

By Artha

A November to Remember

Financial markets navigated a highly volatile landscape in November as shifting monetary expectations and disrupted economic data releases created uncertainty across asset classes. While headline equity performance appeared muted, with the S&P 500 finishing roughly flat at 0.25%, the month’s underly...

By Justin Lowry

Navigating Steady Gains, Shifting Signals, and the Early Stages of AI Growth

After what we believe to be an uncharacteristically strong September, markets entered October with potentially renewed momentum and a sense of cautious optimism. Both equities and bonds delivered modest but meaningful gains as investors recalibrated expectations around inflation, monetary policy, an...

By Artha