Archive for July 2025
Let the good times roll … just don’t mistake the rally for resolution
Equity markets just wrapped up what traders call a “perfect week.” All three major U.S. indices closed higher, with the S&P 500 notching its fifth consecutive record high and ending Friday at 6,388. It’s a remarkable turnaround from just three months ago, when the S&P 500 touched a low of 4,835 during a sharp selloff…
Read MoreMarkets in vacation mode, but risks haven’t gone away
By Jeff Powell, CEO With our Chief Investment Officer Thierry Hasse spending some time in the south of France — likely enjoying fresh croissants, local wine and a peaceful pace with spotty internet at his family’s summer cabin — I’m stepping in with this week’s market update. While Thierry enjoys the slower rhythms of Provence,…
Read MoreIs your financial plan built to withstand the unexpected?
Your Financial Base Camp, Part 3 By Mark Zembo, Wealth Management Advisor Over the Fourth of July holiday, my extended family gathered in North Carolina for our annual reunion. We’ve been coming together for as long as I can remember, and it’s become more intentional than the usual Thanksgiving visit. These reunions have taken place…
Read MoreMarkets shake off tariff headlines — for now
By Thierry Hasse, Chief Investment Officer Markets opened the week on firmer footing, defying expectations after a weekend of heated trade rhetoric and speculation about new sanctions on Russia. Futures had pointed to a cautious start, but investor sentiment recovered quickly after the bell, reminding us that headline risk doesn’t always translate into immediate market…
Read MoreQuarterly Investment Commentary – Q2 2025
By Thierry Hasse, Chief Investment Officer If you’ve been trying to make sense of the markets lately, you’re not alone. For months now, we’ve all heard that “the outlook is cloudy.” At this point, it feels less like a forecast and more like a fact. The second quarter of 2025 gave us plenty to grapple…
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