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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 163 min read


Our Thoughts on Second Quarter 2025
Matt Johnson, CFA® - Andy Nugent, CFA® Second Quarter Market Recap, Portfolio Analysis, and Review The second quarter of 2025 was a true...
Jul 165 min read


Our Thoughts on FOURTH Quarter 2024
Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The fourth quarter of 2024 was a dynamic period for...
Jan 234 min read


Our Thoughts on THIRD Quarter 2024
Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The third quarter of 2024 was anything but dull in...
Jan 233 min read
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