by David Wagner | May 5, 2025 | Blog, Market Updates
Market Recap – April 2025: The S&P 500 rallied to a one-month high in the last week of the quarter, rising nine straight trading days and recouped virtually all of the post-April 2, “Liberation Day” declines. First and foremost, the Trump administration has...
by David Wagner | Apr 23, 2025 | Blog, Market Updates
I’ve had a lot of inbound calls regarding the markets over the past few weeks, so I’d like to start with some historical perspective. As our quarterly newsletter stated, future market returns will always be an unsolved mystery. But what would a recession...
by David Wagner | Apr 4, 2025 | Blog, Market Updates
As many of you know, my word for Q1 and Q2 is “Perspective”. Macro news, like what we are seeing with tariffs, can seem and feel overwhelming, but just remember, the market is not the economy, and it’s still all about stocks, which are all about an...
by David Wagner | Apr 3, 2025 | Blog, Market Updates
Market Recap – March 2025: The first quarter delivered a classic third-year bull market correction, falling 10% from its highs before rebounding and finishing only –4.28% in the quarter. The recent sell-off has been centered around three prevailing culprits: momentum...
by David Wagner | Apr 1, 2025 | Market Updates
Predicting the stock market will forever be an unsolved mystery. Investors can make decisions based on the facts at hand, yet none of them can have full certainty in the actual future market direction. And, if they do, we hope that they have a parachute on hand for...
