Wealth Management Insights & Trends

August 18, 2025

Markets in a Minute - Alaskan Summer

Week Ending August 15th; The S&P 500 continued its climb to new highs, crossing into double digit YTD returns.

August 11, 2025

Markets in a Minute - At Bat

Week Ending August 8th; Markets move to retest all time highs, after company earnings continue to surprise.

August 4, 2025

Markets in a Minute - BLS-less

Week Ending August 1st; Markets decline as investors process FOMC rate decisions and labor market dramas.

August 3, 2025

August Market Volatility Returns Amid Payroll Miss and Fed Uncertainty

The month of August is historically a volatile month for the equity market and last Friday's nonfarm payroll report served as a catalyst for a market selloff…

July 28, 2025

Markets in a Minute - Crazy Train

Week Ending July 25th; Markets continue to steam ahead, chugging to new highs.

July 27, 2025

S&P 500 Index Buybacks Hit Record

In S&P Dow Jones Indices' most recent report on dividends and buybacks, they note S&P 500 Index buybacks of $293.5 billion set a record for buybacks in the…

July 24, 2025

Investors Bailing Out of U.S. Stocks?

In the Investment Company Institute's release of weekly fund and ETF flows on July 23, 2025, the report showed a significant outflow in U.S. equities.