“The history of markets is one of overreaction in both directions.” - Peter Bernstein Markets posted mixed results in October, with large-cap U.S.
interest rates
Stock Market Commentary– October 2025
“Headlines, in a way, are what mislead you. Because bad news is always a headline and gradual improvement is not.” - Bill GatesSeptember
Stock Market Commentary–May 2025
“Hope for the best, but prepare for the worst.” - unknownApril was quite the volatile month for investors. The US equity indexes we follow were all
Stock Market Outlook 2025
"Predicting rain doesn't count, building the ark does." - Warren Buffett“Have an opinion on what the market should do but don’t decide what the market
Stock Market Commentary: October 2024
“History shows us, over and over, that bull markets can go well beyond rational valuation levels as long as the outlook for future earnings is
Stock Market Commentary: September 2024
“Stay humble or the market will do it for you.” – Todd HarrisonAugust, what we have observed to be a month that can be hard on investment returns,





