Shut Down, Shot Up
November 7th, 2025
CIO Insights
Equity markets shot up higher in October, driven by continued easing of trade tensions, robust corporate earnings, and a Fed interest rate cut just a few days before Halloween. The S&P500 returned 2.3% for the month, marking six consecutive periods...
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No September Scaries In Sight
October 7th, 2025
CIO Insights
Both stocks and bonds enjoyed another month of gains in September, extending the rally that has been picking up steam since April. Back in the springtime, the recovery was driven initially by easing tariff concerns and extensions, but has been...
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Earnin’ and Burnin’
September 8th, 2025
CIO Insights
US stocks delivered another record-setting month in August, the fourth consecutive period of gains, as the market seized on friendly interest rate indications and ignored a weak July employment report. The benchmark S&P 500 index gained 2.03% during the month,...
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Big Beautiful Boom
August 6th, 2025
CIO Insights
They say that good things come in threes. At present, that checks out, as July continued the rally which began in mid-April, sending stocks higher for the third month in a row (4th for NASDAQ). The widely followed S&P500 clocked...
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Anything But Average
July 8th, 2025
CIO Insights
Stocks rallied sharply in June, with both the S&P500 and NASDAQ indices ending the month and quarter at new all-time highs. After an impressive May performance, the S&P500 gained 5.1% in June for the index’s first back-to-back monthly gains since...
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Buy In May & Stay To Play
June 6th, 2025
CIO Insights
Equities were broadly higher in May, as de-escalation in the global trade war fueled a rally that brought the major indices very close to levels seen just prior to “Liberation Day.” After the intense volatility endured in March and April,...
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Tarrified!
May 7th, 2025
CIO Insights
Stocks sold off in April, as financial markets faced mounting challenges in the wake of “Liberation Day.” Equities were punished and ultimately ended lower for the month, but closed well off the worst levels seen in the tumultuous first half....
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Social Security Webinar
April 2nd, 2025
Videos
Securing your retirement. Transforming Social Security into a winning retirement strategy.
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Sophomore Slump
March 10th, 2025
CIO Insights
After notching all-time highs intra-month, equity markets fell off considerably to close lower in February, with the S&P500 declining -1.3% for its second negative month in the last three. Weakness was seen especially in technology and other economically sensitive small-cap...
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The January Effect
February 7th, 2025
CIO Insights
After concluding 2024 on a challenging note, equities ended January higher, with the Dow Jones Industrial Average leading the way (+4.8%) and the S&P / NASDAQ just slightly behind (+2.8% and +2.3% respectively). Small-caps also notched gains, although they remain...
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BWS & CFN 2025 Market Outlook
February 3rd, 2025
CIO Insights
Wondering what’s in store for the markets and economy in 2025? Our latest webinar brings together industry experts to break down key financial trends, market shifts, and what investors can expect in the coming year.
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