Market Commentary

Market Commentary

Market Commentary – Week Ending September 12, 2025 Markets delivered another solid week of performance, with major indices extending their summer gains. Technology and Communication Services remained leadership sectors, while Industrials and Financials provided...
Market Minute- Full Report: August 2025

Market Minute- Full Report: August 2025

Equity Markets August carried forward the strong second-quarter results, with the Russell 3000 up nearly 11% in Q2, driven by technology (+23.5%), communication services (+19%), and industrials (+13.6%). Market gains remained concentrated in a few names—NVIDIA,...
Market Minute – What’s Bad is Good

Market Minute – What’s Bad is Good

By: Andrew B. Noto It feels like bad news has been good news to investors lately. We opened the month of October last week with two consecutive days of positive returns. Monday’s catalyst was investors thinking the Federal Open Market Committee’s (FOMC) tightening...
Remember the Long Game

Remember the Long Game

By: Andrew B. Noto Last Friday wrapped up a September that equity investors would like to forget. The S&P 500, Russell 3000, and Dow Jones Industrial Average all retreated greater than 9% for the month. August’s CPI data earlier in the month started the selling....
Fed Week Recap

Fed Week Recap

By: Andrew B. Noto It was quite an eventful week. A week that was likely dictated by the actions of the Federal Open Market Committee and the words of its chairman Jerome Powell. At today’s close, the Dow Jones Industrial Average, S&P 500, and Russell 3000 all...