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Insights & Understanding

From Our Point of View

Once Upon a Market - February 2025

February was a turbulent month for markets, with the S&P 500 declining 1.4% and the Nasdaq dropping 4.0% as technology stocks continued their retreat. Trade war tensions escalated as new tariffs on Canada, Mexico, and China reignited concerns over rising costs and inflation. Despite these challenges, corporate earnings remained a bright spot, with 75% of companies surpassing expectations. As history has shown, staying invested through volatility is key to long-term success. Read our full market update to understand the latest trends and what they mean for your portfolio.

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On the Pulse: What Tariffs Mean for Long-Term Investors

Amid early year uncertainties involving tech stocks, interest rates, and government policy, trade policy has risen as a key player. How should investors respond to the flurry of headlines? This special update dives into the significance of tariffs, their historical context, and practical advice for navigating today's volatile financial landscape.

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Once Upon a Market - January 2025

Dive into 'Once Upon a Market,' your trusted source for the latest economic trends and insights. This edition unpacks the current financial landscape, helping you stay ahead in an ever-changing market.

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