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30 January
Holding High Ground
Quick Take:U.S. stocks ended December essentially flat, closing out 2025 near all-time highs after a year that repeatedly shook off pullbacks. After three years of double-digit growth, stock markets paused for a moment of consolidation in December.[1] The S&P 500 index marginally lost ground, ending the month 0.1% lower, while notching its seventh-best three-year run […]
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9 January
Thoughts from the Founder: Welcome to 2026
I hope this finds everyone refreshed and feeling hopeful for the prospect of the new year ahead. While it will no doubt have its highs and lows, we remain poised and ready to work alongside you as we embark on the journey into 2026 together. With the lively and busy year-end now behind us, I […]
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18 December
A Turnaround Tale
Quick Take: The longest U.S. government shutdown in history ended in November, which proved to be a turbulent month despite ending higher than it began. November shaped up to be a volatile month, with major indexes experiencing their biggest swings since April as markets eyed lofty prices of AI companies. [1] Tech stocks drove […]
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