Portfolio Commentary – June 2025

Market Pulse Despite trade tensions, conflict in the Middle East, and rising AI competition abroad, the S&P 500 rose nearly 5% in June. Investors continue to buy on dips, driven by optimism that AI innovation will sustain market growth. In the U.S., unemployment...

Portfolio Commentary – May 2025

Market Pulse Global equity markets extended their rebound from April’s lows, buoyed by strong corporate earnings and easing geopolitical tensions. The S&P 500 advanced 3.83% in May, led primarily by strength in the “Magnificent Seven” technology and AI-related...

Spring Cleaning Your Finances

The past few years have brought more change — and uncertainty — than many of us could have anticipated. As life evolves, so do our financial needs, priorities, and goals. That’s why it’s important to take a moment to reflect, refresh, and revise your financial,...