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Investor Library

Q1 2025 MARKET COMMENTARY

Q1 2025 Market Commentary

The first quarter of 2025 saw the Trump White House start to exercise its agenda of promising to rework global trading relationships, lower interest rates and cut government spending.  While we agree that all three of these goals can be positive, the execution of this agenda is incredibly important.  Writing this letter one week into Q2 (Delayed purposely to be able to comment on tariffs) we Read More...

Q1 2024 MARKET COMMENTARY

Q1 2024 Market Commentary

  While we always feel like Q1 of any year moves quickly, this first quarter really seemed to fly by.  Moving into 2024, we expected that some of the trends that persisted in 2023 would continue into the New Year – Technology stocks outperforming, Interest Rates remaining elevated, the US Market in general continuing to outperform foreign markets.  However, we also Read More...