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
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
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
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
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...
Market Minute – Inflation Report Shocks Investors
By: Andrew B. Noto Today started with news that the August consumer price index (CPI) report came in higher than expected and ended with aggressive selling in most major equity markets. When the trading day concluded, all thirty companies in the Dow Jones Industrial...
Market Minute – Some Minor Anguish in August
By: Andrew B. Noto With the closing bell this afternoon, the S&P 500, Dow Jones Industrial Average, and Russell 3000 indices all ended the month in negative territory after a roaring start. Halfway through the month, it looked like we were on track for another...
Not What We Hoped But Not Different Than Expected
By: Ralph C. Freibert III, Chief Investment Officer Last week’s CPI release was a bit of a disappointment. Almost 1-percent month-over-month (MoM), and 8.58-percent year-over-year (YoY). Economists were hoping for signs that inflation had peaked back in March at...
We are Back and So is Inflation
By: Ralph C. Freibert III, Investment Advisor RepresentativeIt has been a while since I have written a commentary on the markets. This was due to several factors, including: the birth of our first grandson, sending our youngest son off to Army Basic Combat Training,...
If You Don’t Get Investing, Blame it on Evolution
By: Ralph C. Freibert, III, MBA, CLU®, CLTC®, CIMA®, CFP®, Investment Advisor RepresentativeEver wonder why so few succeed in wealth creation? Seventy-seven percent of the wealth in the United States is owned by just 10-percent of the population (see table below)....