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,

By Matt Johnson, CFA® and Andy Nugent, CFA® The stock market has experienced volatility and a massive downswing over the last week...

Matt Johnson, CFA® - Andy Nugent, CFA® Second Quarter Market Recap, Portfolio Analysis, and Review The second quarter of 2025 was a true...

Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The fourth quarter of 2024 was a dynamic period for...