The recent escalation in the US-Israel-Iran conflict, which began in late February 2026, has brought notable volatility to financial markets. Disruptions in the Strait of Hormuz—a vital waterway handling roughly 20-25% of the world’s seaborne oil and liquefied natural gas—have...

Happy New Year! I hope you had a nice holiday season and are ready to get 2026 off to a great start. As we enter the year, the investing landscape presents a setup that we regard as bullish. Drawing on...

Let me start this by saying that if you think that the nightly news is crazy, I have you beat…it snowed here in Florence last week. Strange things are afoot. I’ve had some client questions about the recent pullback in...

It’s hard to believe that we’re already in the final quarter of 2025.  I’m happy for cooler weather and for football season (go Deacs!), but I’ll admit that I always miss summer when it’s gone.  It’s nice having daylight when...

The investment landscape has been a bit more turbulent so far this year than I had expected.  The S&P 500 has demonstrated resilience, posting a year-to-date return of about 8%, which is great. However, this growth wasn’t a straight line....

May 2025 was a pivotal month for global markets, with trade policy and fiscal developments shaping investor sentiment. The S&P 500 and Nasdaq recorded their strongest monthly gains since November 2023, driven by a 90-day tariff pause with China.  Additionally,...

April was anything but quiet. Despite a rocky start to the month and a flurry of geopolitical and economic headwinds, markets staged a remarkable recovery. Surprisingly, this rebound wasn’t driven by the Federal Reserve. Chair Jay Powell made it clear:...

May brought a breath of fresh air to the major US equity indices after a lackluster April, with significant rebounds marking a turnaround. The S&P and Nasdaq pleased investors with five consecutive weeks of gains, although they saw slight dips...

In April, major indices experienced a slight downturn, retracting some gains seen in the first quarter. After reaching a record high in March, the S&P 500 dropped about 4%. Interestingly, while the market broadened out in the first quarter, the...

US stocks enjoyed another positive month in March, with major indices recording gains. The S&P 500 extended its winning streak, achieving its fifth straight monthly increase and marking new record highs. Notably, breadth improved, with the equal-weight S&P outperforming the...