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Q3 2025: Market Review & 2026 Tax Bracket Update
KEY TAKEAWAYS
The broad market S&P 500 and tech-heavy Nasdaq both hit record highs in September.
The Fed lowered interest rates, by a quarter point, for the first time since December 2024.
Small cap stocks outpaced large caps in the US and globally, but value lagged growth
2026 tax brackets have been updated


Q2 2025: Volatility, Unemployment, Interest Rates, and Housing.
A volatile second quarter ended with major stock indices at record levels even as the quarter began with sharp declines following the Trump administration’s announcement of global tariffs, driving...


Q1 2025 Market Review: Tariffs, Volatility, and Opportunity?
US stocks started the quarter up but finished on a down note, lagging their global counterparts amid uncertainty about the economy, competition in the AI space


Q4 2024: Market Review
US stocks extended a bull market, with the S&P 500 gaining 25% in 2024—its second year in a row with gains of more than 20%.


Q3 2024 - Market Review (Interest Rates, Investment Factors, and Elections)
US stocks built on a strong first half, with many market indices at or close to record levels as the third quarter neared an end...


Q4 2023 Market Review
After posting double-digit losses in 2022, stocks soared and bonds rebounded last year.


Midyear Review: Staying Focused as Markets Shift
Stocks rebounded from their worst year since 2008, returning to a bull market in the US. Inflation fell to half of last year’s peak, and...
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