by David Wagner | Feb 3, 2026 | Blog, Market Updates
Market Recap → A Month of Headline Digestion: The theme of January is perhaps best captured in how the black swan events that cropped up— Venezuela, Japan, Greenland—were unable to derail the cyclical and secular momentum that has been driving stocks for much of the...
by David Wagner | Jan 23, 2026 | Blog, Market Updates
The pace of change these days, whether it’s technology or geopolitics, is absolutely stunning: Maduro, Greenland, Venezuela, Lisa Cook, Powell, etc. The factors, the stocks, the sectors, are moving at warp speed under the S&P 500. In a nutshell, financial assets...
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’...
