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Market Commentary - Archives

Read market commentary for prior quarters from our investment professionals below.

Winner and Risks in AI Buildout (12/11/2025)

Factor Investing Overview (11/14/2025)

A Week of Wins, A Market on Hold (10/30/2025)

Earnings Beats Keep Markets Afloat (10/17/2025)

Stocks of Every Size Holding Strong (10/3/2025)

Fed Delivers First Rate Cut of the Year, Two More Likely (9/19/25)

Wake Me Up When September Ends (9/5/25)

Real Assets Exposure in a Diversified Portfolio (8/14/25)

Top Performing Stocks & Drawdowns (7/31/25)

Earnings Season Insights and Market Returns (7/17/25)

4 for the Fourth (7/3/25)

Where Gold Fits in Your Portfolio (6/12/25)

Q125 Earning Summary (5/29/25)

Stocks Rally, Bonds Signal Risks Ahead (5/15/25)

Tariff Overview (5/2/25)

What Matters Now? (4/11/25)

Defensive Investing in Uncertain Markets (3/28/25)

Beyond the Correction: Key Insights for Investors (3/14/25)

Stocks vs. Bonds: How Much Should I Invest Between Them? (2/28/25)

Earnings Supporting the Market (2/14/25)

Generating Portfolio Income from Dividend Paying Stocks (1/31/25)

Themes and Ideas for 2025 (1/16/25)

Price Targets (12/19/24)

Investors Staying Home for the Holidays (12/6/24)

Post-Election Thoughts (11/8/24)

Confusion in the Bond Market (10/25/24)

Market Performance through Q3 2024 (10/4/24)

Fed Cuts Deep, A New Regime Begins (9/20/24)

Oil Prices Hit Low for the Year (9/5/24)

Interest Rates Head Lower (8/23/24)

Market Texting (8/9/24)

Small Cap Stocks Rally Amid Market Rotation (7/19/2024)

Time in the Market (6/28/2024)

Markets Soar Higher (6/14/24)

Asset Allocation & Returns (5/31/24)

Low Inflation Sparks a Global Rally (5/17/24)

A Busy Derby Week (5/3/24)

The Electrification Buildout (11/20/2025)

Interest Rates and Earnings Forecasts Disconnect (11/7/2025)

Inspire Trust Common Trust Fund Update (10/23/2025)

Government Shutdowns and Financial Markets (10/9/2025)

Revisiting the April 2025 Lows (9/25/25)

Two "Large” Lists (9/12/25)

International Investments the Way in 2025 (8/22/25)

What to Believe? The Jobs Data or Corporate Earnings? (8/8/25)

Our View on Interest Rates (7/25/25)

Inspire Trust Common Trust Fund Update (7/11/25)

Summer Breeze (6/30/25)

Macroeconomic Indicators & Outlook (6/6/25)

Putting Recent Volatility into Perspective (5/22/25)

Tariff Impact on Stocks in April and Q1 GDP (5/8/25)

Energy Stocks and Commodities Lag the Market (4/25/25)

Tariffs Rattle the Markets (4/4/25)

Balanced Objective Overview (3/21/25)

International Stocks Lead the Way (3/7/25)

Looking Inside the S&P 500 (2/21/25)

A Closer Look at Recent Market Volatility (2/7/25)

S&P 500 Returns by Year (1/24/25)

Three Surprises from 2024 (1/7/25)

NASDAQ Hits 20k (12/13/24)

Valuations Matter: A Key Consideration for Equity Investments (11/15/24)

Managing Risk (10/31/24)

Employment Reports Matter (10/11/24)

A Busy Week in China (9/27/24)

Interest Rates and Earnings Forecasts Disconnect (9/16/24)

Maintaining Purchasing Power (8/29/24)

Growth Investing (8/16/24)

Commodity Markets Weaken (8/2/2024)

Markets May Have Moved Ahead of Earnings Growth (7/12/2024)

What are REITs and Why Do We Own Them (6/21/24)

Navigating Global Markets (6/7/24)

Historical S&P 500 Returns (5/24/24)

Utilities Lead the Way (5/10/24)

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