Third Quarter 2025: Market Commentary

Third Quarter 2025: Market Commentary

Markets appreciated in Q3 2025, led by trade tensions subsiding, artificial intelligence (AI) enthusiasm, and easing of monetary policy. Equities rose strongly, with the S&P 500, Nasdaq, and Russell 2000 reaching all-time highs in Q3 2025. International stocks continued to outpace U.S. peers year to date (YTD), with Emerging Markets rallying amid easing trade fears.

Second Quarter 2025: Market Commentary

Second Quarter 2025: Market Commentary

Despite the early volatility, the quarter proved to be one of resiliency and historic recovery for U.S. stocks. However, investor uncertainty continues moving forward.

First Quarter 2025: Market Commentary

First Quarter 2025: Market Commentary

Markets fluctuate over time, and a long-term, balanced investment approach is likely the best way to navigate short-term volatility and avoid impulsive decisions.

Fourth Quarter 2024: Market Commentary

Fourth Quarter 2024: Market Commentary

While it may be tempting to “go all in” on what has been doing the best recently, history shows us that is precisely when you want to stay disciplined to a broadly diversified allocation.

Third Quarter 2024: Market Commentary

Third Quarter 2024: Market Commentary

The third quarter of 2024 marked a turning point with long-awaited relief from the Federal Reserve’s elevated rates. Markets rallied significantly, driven by optimism for a soft landing, improved inflation data, and the initial round of rate cuts.