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Advisor Insights

Weekly Market Commentary 11/3/25

Weekly Market Commentary November 03, 2025 The Markets Like walking on cobblestones… If you’ve ever walked down a road paved with cobblestones, you know the uneven surface can be challenging. Today, financial markets are paved with a variety of challenges…

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Advisor Insights

Weekly Market Commentary 10/27/25

Weekly Market Commentary October 27, 2025 The Markets Stock markets celebrated, but bond markets were cautious. Last week, the Consumer Price Index (CPI) showed that inflation for September was lower than economists had anticipated. Both headline and core inflation (the…

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All Aboard the Wonkavator: 4Q25 Investor Letter

https://www.linkedin.com/posts/zachary-mineur-cfa-cfp%C2%AE-43323182_whether-you-are-a-wide-eyed-charlie-or-a-activity-7388204980207529984-tPmD?utm_source=share&utm_medium=member_desktop&rcm=ACoAABF5tCcBAyuhp3FnwBZ_zCHLcnEr5z3hUSE

Advisor Insights

Weekly Market Commentary 10/20/25

Weekly Market Commentary October 20, 2025 The Markets Emotions were running high in financial markets. You may recall the week before last ended with the Standard & Poor’s (S&P) 500 Index falling more than two percent after a flare-up in…

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Advisor Insights

Weekly Market Commentary 10/13/25

Weekly Market Commentary October 13, 2025   The Markets   Filling the data void.   Ancient Greek Philosopher Aristotle theorized that nature abhors a void and fills it. Anyone who has ever cleared a garden patch and delayed planting understands…

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Advisor Insights

Weekly Market Commentary 10/6/25

Weekly Market Commentary October 06, 2025 The Markets It was a stellar quarter for investors. The last three months have delivered stock market gains amid signs the economy might not be doing as well as previously thought. Here’s what we…

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Advisor Insights

Weekly Market Commentary 9/29/25

Weekly Market Commentary September 29, 2025   The Markets   The economy is all right.   Last week, revised economic figures showed the United States economy grew faster from April through June than previously thought. The upward revision was primarily…

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Advisor Insights

Weekly Market Commentary 9/22/25

Weekly Market Commentary September 22, 2025 The Markets The bulls were running. Last week, investors rejoiced after the Federal Reserve Open Market Committee (FOMC) lowered the federal funds rate by a quarter percentage point. Major U.S. stock indexes set new…

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Advisor Insights

Weekly Market Commentary 9/15/25

Weekly Market Commentary September 15, 2025 The Markets What are your expectations for inflation? Inflation occurs when the prices of goods and services increase. Last week, the Consumer Price Index (CPI) showed that inflation moved modestly higher from July to…

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Advisor Insights

Weekly Market Commentary 9/8/25

Weekly Market Commentary September 08, 2025 The Markets Was the jobs report good news or bad news for the stock market? In financial markets, sometimes bad news is good. It looked like that might be the case last week. On…

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