AI and spending milestones make their mark in a volatile November
Monthly Update – December 2025
read more
Categories
Monthly Investment Updates
Monthly Update – November 2025
November Review – Exceptionalism reigns in wide and varied forms
Monthly Update – October 2025
September Review – Groundhog Day in Washington
Monthly Update – September 2025
August Review – Powell Pivot in Jackson Hole Signals Potential Path to Lower Rates
Monthly Update – August 2025
July Review – Balancing Strength and Strain
Monthly Update – July 2025
June Review – New Highs Culminate First Half
Monthly Update – June 2025
May Review – Sunshine After the Storm
Monthly Update – May 2025
March Review – Focus on long-term principles to see through the fog of uncertainty
Monthly Update – April 2025
March Review – The fog of trade wars has thickened
Monthly Update – March 2025
February Review – Trade wars lead to uncertainty and a technology selloff
Past performance may not be representative of future results. All investments are subject to loss. Forecasts regarding the market or economy are subject to a wide range of possible outcomes. The views presented in this market update may prove to be inaccurate for a variety of factors. These views are as of the date listed above and are subject to change based on changes in fundamental economic or market-related data. Please contact your Financial Advisor in order to complete an updated risk assessment to ensure that your investment allocation is appropriate.