2025 First Quarter Review and Outlook

A Period of Uncertainty Stock market volatility in the first quarter surpassed even our elevated expectations. The S&P 500 ended the quarter down 4.29%, after experiencing a correction of nearly 10% from its February 19 peak. This turbulence stemmed largely from...

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Meet Our Spring Intern: Akansha Burad

Please write a short biography about yourself. I am a finance professional driven by curiosity, continuous growth, and a passion for strategic investing. Currently, I am pursuing my Master of Science in Finance at the Illinois Institute of Technology. I am committed...

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2024 Review and 2025 Outlook

U.S. Equities Shine in 2024 Amid Economic Resilience 2024 marked another robust year for U.S. equities, with the S&P 500 Index delivering an impressive 25.02% return, closing near all-time highs. These strong returns were driven by an economy that successfully...

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Do Assets Truly Reflect Financial Wealth?

When we think of wealth, we often picture sizable assets: a large home, a growing investment portfolio, or perhaps a collection of valuable assets. But do these assets alone equate to true financial wealth? While assets are a core part of wealth, they don’t tell the...

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2024 Third Quarter Review and Outlook

In the third quarter, the S&P 500 Index rose by 5.89%, bringing its year-to-date return to 22.08%. This growth was primarily driven by gains in the consumer discretionary, industrial, and utilities sectors. In a somewhat unexpected move, the Federal Reserve cut...

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Client Relationship Summary