


July 2025 Market Commentary: A Tale of Two Quarters
The first half of 2025 delivered two dramatically different quarters in the equity markets. A sharp downturn early in the year gave way to a powerful rebound, particularly among the “Magnificent 7” tech stocks. While headline indices posted modest year-to-date gains,...
March 2025 Market Commentary: Breaking Eggs
You cannot make an omelet without breaking eggs. If you can afford them, that is. The quote above Is attributed to Robert Louis Stevenson. The meaning is obvious: accomplishing something worthwhile often causes some pain elsewhere. In short, it is as good a metaphor...
January 2025 Market Commentary: Will We See a Threepeat in 2025?
As the year ends, investors reflect on past performance and plan for the future. In 2024, the standout winners were the “Mag 7” stocks and AI-related companies. Non-tech sectors, however, struggled, with only four of the S&P 500’s 11 sectors...
Could the Bull Market Go Longer or End Next Week? – Buck Klintworth on Money Life with Chuck Jaffe
Buck Klintworth, senior vice president at Chase Investment Counsel, shares on Money Life with Chuck Jaffe his thoughts on the current bull market run, while sharing a bit of history for context. Click below to listen to the full episode of Money Life with Chuck Jaffe....