

Investment Climate Mar 2025: Tariffs, Tariffs, Everywhere!
The fear of tariffs set markets in a tizzy in the latter half of the first quarter of 2025, particularly hitting hard our growth...


Investment Climate Jan 2025: Positioning for Success
Cautious optimism reinvigorated the stock market in the fourth quarter of 2024, fueled by hopes that we are turning the corner on...


Investment Climate Oct 2024: Return of 'Animal Spirits' ?
The S&P 500 stock index did come close to “correction” territory during the quarter with a bit over an 8% correction. However, the much...


Investment Climate July 2024: Mega-Cap Mirage
In the second quarter of 2024, the major stock market averages continued to reach new highs. However, the drive higher was primarily...


Investment Climate April 2024: Wither the Interest Rate
The first quarter of 2024 ended with most major stock market indices in positive territory with large and mid-size indices up around 10%...


Investment Climate January 2024: The Question of Our Time, Part VII
In writing the quarterly Investment Climate, we often pause and contemplate the mere fact that we are even bothering to write about a...