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Stocks, Tariffs, and Recession Fears: What’s Driving the Market?

January’s strong equity market performance carried over into the first few weeks of February. Since then, we have seen a strong pullback in U.S. equities. One factor is the uncertainty created by the Trump administration’s tariff policies.

All Eyes on Washington

As we closed the year for 2024, we again experienced disparate returns from different asset classes, again supporting broadly diversified investment strategies. Once more the Mag 7 (Magnificent 7) made significant contributions to the S&P 500’s overall return.

Digesting the Election, Markets, and the Next Four Years

November 5th marked one of the most pivotal elections in recent memory. Donald J. Trump’s victory validated some, antagonized others, and left many puzzled about the next four years. These are the consequences of a fierce campaign cycle that featured lofty promises from both candidates. Investors are now tasked with a nearly impossible question: What lies ahead?

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Stocks, Tariffs, and Recession Fears: What’s Driving the Market?

All Eyes on Washington

Digesting the Election, Markets, and the Next Four Years