Stock prices continued to climb in the third quarter, building on the recovery that began in April. The so-called “tariff tantrum” earlier this year resulted in U.S. stocks shedding nearly 20% of their market values.

The second quarter got off to a rocky start with U.S. stocks declining in value by more than 10% in just two trading days (April 3 and 4). The selloff precipitated by President Trump’s tariff

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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.

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