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Quarterly insights
Q3 2026: Market View Quarterly
As investors enter Q4, a resilient economy, strong consumer spending, improving earnings, and ongoing AI and infrastructure investment continue to support markets, while elevated interest rates, inflation, geopolitical risks, and election-related uncertainty reinforce the value of broad diversification across stocks, bonds, international markets, and alternative assets.
Oct 09, 2026
Quarterly insights
Q2 2026: Market View Quarterly
Despite ongoing volatility and economic unevenness, investors are encouraged to stay invested, as strong corporate earnings, stable economic growth, a resilient labor market, and continued AI investment provide a positive foundation for markets in the second half of the year.
Jul 13, 2026
Quarterly insights
Q1 2026: Market View Quarterly
Despite geopolitical uncertainty in early 2026, strong earnings, positive global growth, and intact long-term inflation and rate trends support a constructive market outlook. Diversified portfolios have outperformed, reinforcing the value of staying invested amid volatility.
Apr 08, 2026
Quarterly insights
Q4 2025: Market View Quarterly
Domestic equities ultimately delivered strong results, supported by resilient earnings across broader sectors and styles. International equities gained early leadership, outperforming during the initial tariff period due to attractive relative valuations and a sharply weakening U.S. dollar.
Jan 05, 2026
Quarterly insights
Q3 2025: Market View Quarterly
The U.S. economy remained resilient in the third quarter of 2025 despite several headwinds. U.S. equities held firm, buoyed by improved trade conditions and steady investor sentiment. Overall, the quarter highlighted an economy that remains steady and adaptable in the face of evolving risks.
Oct 01, 2025
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