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...

Following the election, many of us have been focused on upcoming policy changes and their anticipated effects. Economists and politicians alike have weighed in on the rationale behind these policies and the potential outcomes that might result if they materialize. Among the key topics dominating the headlines are tariffs and the One Big Beautiful Bill. While higher taxes on imports have been discussed for months, the trade deals remain in the works. Many are concerned about the potential...