October 2025 Review and Commentary: Artificial Intelligence! Risk On! Lower Rates!
Peter W. Tuz, CFA, CFP®, President & Portfolio Manager Since it is abundantly clear that a large driver of the significant gains in U.S. equity markets has been the growth of all things A.I.-related (artificial intelligence) we thought it fitting to pose...
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...
