Newsletters

Recurring Cycles An investment recap for the first quarter of 2026 could nearly be copy-pasted from last year. For the second year in [...]

Open Again! 2025 caps off another strong year for investors. After a steady and consistent market rise beginning in April, the fourth quarter [...]

Surprisingly Hot Just like our recent weather in Minnesota, capital markets have been surprisingly hot. The volatility experienced earlier in the year remained [...]

Tariff Tranquility? The second quarter of 2025 provided welcome relief from the tariff-induced turbulence of February and March. While concerns surrounding trade policy [...]

Tariff Turbulence Volatility returned to financial markets in dramatic fashion during the first quarter of 2025. The year started off strong, with global [...]

Rates & Reindeer Like Santa and his reindeer on their annual Christmas Eve journey, the US stock market soared to lofty heights in 2024. [...]

Elections & Markets The third quarter of 2024 brought positive news for investors as all major stock and bond market indexes rose. As [...]

Still on Top The US stock market experienced another strong quarter, though its underlying components varied considerably. For example, the tech-heavy NASDAQ rose [...]

Back On Top The US stock market (as measured by the S&P500 index) has now fully recovered from the bear market of 2022 [...]

Cheers to a New Year The US economy and stock market performed better in the second half of 2023 than many anticipated. Despite [...]