Three months into the new year, and we have already gone through so many events that continue to shape the world. The market has experienced a challenging quarter, with the Nasdaq entering correction territory in recent weeks. Investors remain cautious about the tech sector with concerns of an “AI bubble”, though discussions have been fading. Additionally, increased volatility and rising oil prices, byproducts of the Iran war, have added ever more fear among investors and raised concerns...

Despite economic uncertainty, shifting interest rate expectations, and ongoing market volatility, 2025 delivered strong returns across several asset classes. This Q1 2026 Market Perspective highlights key economic trends, market drivers, and the importance of maintaining a disciplined, long-term investment approach.

As the year winds down and the seasons shift from summer to fall, we begin to prepare for the Holidays. For many, the holidays bring optimism and joy. Historically, the market tends to deliver its best performance in the final quarter of the year due to increased sales and consumer spending. Thankfully, we can say that the market has had a great year, though it hasn’t been without its ups and downs, both in terms of price fluctuations and the unexpected number of events we experienced. Early...