June 2025 Market Commentary
A remarkable second-quarter recovery, the latest U.S. credit rating downgrade, and an uptick in “pump and dump” scams made for an exciting quarter on the commentary front. In this edition, we look at the power of diversification across the U.S. and international equity markets and how to stay safe from investment scams.
May 2025 Market Commentary
Unpredictable policy shifts from the White House and the Federal Reserve’s high-stakes balancing act kept us on our toes this quarter. In this commentary, we explore how a diversified approach kept portfolios resilient through a chaotic April.
April 2025 Market Commentary
Between a significant pullback in major technology stocks and the uncertainty of new global tariffs, we investigate how a diversified strategy helped stabilize portfolios during a volatile first quarter.




