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Navigating Market Volatility and Policy Uncertainty

| 4/9/25 6:58 AM
6 minute read

What Happened During the Past Couple of Days?

In the past two trading days, the three primary U.S. indexes had the following point and percentage drops:

  • Dow Jones Industrial Average: 3,910 Points, -9.3%.
  • S&P 500 Index: 597 Points, -10.5%.
  • NASDAQ Composite: 2,013 Points, -11.4%.

This was a reaction to the tariffs that Trump announced on Wednesday afternoon (after market close), which were much larger than expected. "In those..

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Investment Commentary Investments & Economy Grow

Equity Market Volatility

| 3/11/25 1:00 PM
6 minute read

Over the past week, we have seen significant equity market volatility, with the Standard & Poor’s 500 finishing lower on Friday by 3.1% alone and over 4.3% since a week ago, when the intra-day high was 5,852:

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Investments & Economy The Week Ahead Grow

A Piece of the Puzzle – March 2025

| 3/5/25 8:42 AM

Welcome to the latest installment of our series, "A Piece of the Puzzle," where we pause to share our insights on what we can anticipate in the markets and the economy for the upcoming month.

Welcome to the first edition of “Piece of the Puzzle” for 2025! In this edition, we discuss three topics: (1) Trump’s Tariffs and the Effects on Inflation and Positioning One’s Portfolio, (2) The Outlook for Interest Rates, and (3) The Case for..

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