August 2025 Market Update

monthly market newsletter email graphics

In this August market update, Chief Investment Officer Brian Andrew, CFA®, looks at how markets continue to present opportunities and challenges for investors. The S&P 500 climbed another 3% in…

Read More

June 2025 Market Update

monthly market newsletter email graphics 6

In this June market update, Chief Investment Officer Brian Andrew, CFA®, reflects on a strong market rally fueled by individual investor optimism, solid corporate earnings, and continued enthusiasm around AI.…

Read More

May 2025 Market Update

monthly market newsletter email graphics

In this May market update, Chief Investment Officer Brian Andrew, CFA®, discusses how ongoing tariff tensions and a growing federal deficit are weighing on markets and shaping fiscal conversations. With…

Read More