by Jeff Krumpelman, CFA® | Apr 2, 2026 | Insights
The S&P 500 finished the month of March down 5.0%, bringing year-to-date losses to 4.3%. There were very few places to hide, as 10-year Treasury yields rose from 3.96% to 4.32%, gold declined 11%, and international equities underperformed their domestic...
by Jeff Krumpelman, CFA® | Mar 6, 2026 | Insights
The S&P 500 finished the month down 0.8%, bringing year-to-date returns to 0.7%1. During our Crystal Ball Outlook, we outlined 2026 as the year of “Risk Awareness and Diversification 2.0 (RAD),” calling for broader leadership across the market, not just within the...
by William Greiner, CFA® | Feb 6, 2026 | Insights
“Déjà vu confirms a faithful path worth taking.”– T.F. Hodge Folks familiar with me know I like to use themes when discussing my economic and capital market views. I tend to view the economy (and much else in life) in a historical context. Why? Just because this is a...
by Jeff Krumpelman, CFA® | Jan 2, 2026 | Insights
We wouldn’t call it a scorching Santa Claus rally, but the S&P 500 was able to hang on and post a positive total return of roughly 2.7% in Q4 2025. This put a nice cherry on top of another solid year for US equity investors. In calendar 2025, the S&P 500...
by kadimawealth | Dec 16, 2025 | Insights
As we look ahead to 2026, the investment landscape presents both opportunities and challenges. Topics likely to be in the headlines include the upcoming midterm election, a changing of the guard at the Federal Reserve, the future of AI, growing concerns around loans,...
by Jeff Krumpelman, CFA® | Dec 8, 2025 | Insights
The S&P 500 finished November up 0.2%, bringing year to date returns to 17.8% through month end. A flat month on the surface doesn’t quite capture the experience investors lived through, as it took a late-month rally to pull the index back to where it started....
