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Quarterly Insights
Quarterly Insights January 22nd, 2025 by Christopher Sidoni Investment Management

After a 26% gain in 2023, U.S. stocks followed up with a near-repeat performance in 2024, driven once again by strong returns from large technology companies. Other asset classes contributed positively to your portfolio performance.

Quarterly Insights
Quarterly Insights October 21st, 2024 by Christopher Sidoni Investment Management

During the third quarter, the U.S. Federal Reserve Board (the “Fed”) reduced short-term interest rates, marking a shift in interest rate policy from the prior four years. For much of that time, the Fed was

Quarterly Insights
Quarterly Insights July 24th, 2024 by Christopher Sidoni Investment Management

Asset class returns were generally positive in the second quarter of 2024. Insurance-linked securities led all asset classes for the quarter while stocks and bonds produced modest positive returns. Meanwhile, real estate securities turned in

Quarterly Insights
Quarterly Insights April 25th, 2024 by Gibson Capital Investment Management

Stocks picked up in the first quarter of 2024 from where they left off last year. After a strong rally to end the year, U.S. and non-U.S. stocks returned 10.4 percent and 4.6 percent, respectively

Quarterly Insights
Quarterly Insights January 31st, 2024 by Chad Hileman Investment Management

Happy New Year! It’s that time of year when economists and investment professionals engage in the popular ritual of predicting where the economy and markets are headed over the upcoming year. If enough people look

Celebrating 35 years of uncommonly attentive advice
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