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Apr 300 min read


Feb 120 min read


Our Thoughts on THIRD Quarter 2025
Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review During the third quarter of 2025, the U.S. economy and stock market balanced between lingering inflation concerns and optimism over potential central bank easing. The S&P 500 continued to climb, though gains were concentrated in a handful of large technology and communication companies. According to Goldman Sachs, analysts may still be underestimating corporate earnings strength this quarter,
Jan 84 min read


Q1 2025 The Latest Stock Market Dip
By Matt Johnson, CFA® and Andy Nugent, CFA® The stock market has experienced volatility and a massive downswing over the last week...
Jul 16, 20253 min read
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