by David Wagner | Jan 5, 2026 | Blog, Market Updates
Market Recap December 2025: U.S. and global equities posted solid full-year gains in 2025, but the ride was much choppier than the headline returns suggest, with multiple 5–10% pullbacks clustered around policy and geopolitical shocks. Large-cap U.S. growth and tech...
by JD Gardner | Dec 26, 2025 | Blog, Market Updates
When I was a kid, I assumed tomorrow would look like today. Mom, Dad, and my brothers all together under one roof. Sure, I thought about the future, but I just kinda thought the future would happen; I’d still be eating mom’s cooking and going to basketball games with...
by David Wagner | Dec 2, 2025 | Blog, Market Updates
Market Recap November 2025: November wrapped up with a choppy, but ultimately modest month for U.S. equities, as a late-month rally helped the S&P 500 claw back from an early-November slide and finish roughly flat to slightly positive on a total-return basis....
by David Wagner | Nov 28, 2025 | Blog, Market Updates
Happy Thanksgiving! At the Wagner household, Arlo Guthrie’s 1967 20′ masterpiece, Alice’s Restaurant, is viewed as a Thanksgiving fan favorite, likely because I’m the only one living in the household. Enjoy. Much like in my beloved Bengals’...
by David Wagner | Nov 14, 2025 | Blog, Market Updates
Bye weeks are huge. The Cincinnati Bengals had a bye week this past weekend; their defense needed it, our tailgate needed it, and I needed it. But, one of the biggest questions coming out of last week is simply if the Supreme Court is going to say “bye”,...
by David Wagner | Nov 3, 2025 | Blog, Market Updates
Market Recap October 2025: The seasonals did not seasonal, as a historically known weak month, had strong returns for risk assets. In October 2025, the U.S. stock market delivered robust gains, with the S&P 500 climbing about 2.3% and setting new all-time highs,...
