2025 2nd Quarter Investment Commentary

Historic V-shaped rebound: U.S. large-cap stocks, as measured by the S&P 500, staged the fastest recovery from a 15%+ correction on record and finished the quarter at new all-time highs. Growth stocks led the rally in the U.S., but performance broadened globally as U.S. dollar weakness boosted international returns3. Economy cooling, not cracking: The economy…

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The Effect of the Election on Your Portfolio

With the presidential election only a few weeks away, investors may be wondering how their portfolios could be affected by this year’s outcome. Most Americans have an unfavorable view on the federal government. Only 19% say they can trust the government always or most of the time, among the lowest levels in the past half-century[1].…

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