Insights

Market Outlook 2025: What’s ahead for financial advisors? Get key insights on Fed policy, AI, and market risks. Download the report now.

Markets Surge to Start 2025 The U.S. financial markets began 2025 impressively with the S&P 500 up 3.4%, the Nasdaq over 1.2%, and the...

Quartz Partners Investment Management’s weekly email update summarizing key data and highlights from the market week. View this week's...

A Stellar 2024 and Optimism for 2025 The S&P 500 closed out 2024 with impressive gains of over 23%, while the Nasdaq, heavily weighted...

Market Up Sharply After Trump Win Post-election, US equity markets rose sharply as investors seem very enthusiastic about incoming...

Despite Election Outcome, the US Will Keep Thriving The news dominating most channels for the next week and beyond will be the elections....

Rate Cut Continues Market Momentum After a wobbly start, September delivered positive returns with all major US indices up for the month...

Market Powers Forward as Rate Cuts Expected The market has risen every month this summer, adding to the year’s already solid returns....

Markets in July More Volatile as Magnificent 7 Struggle During July, the S&P 500 was a bit more volatile than in past months despite...

Markets Continue Up on Strength of Magnificent Seven June rewarded many investors again with solid and relatively uneventful advances,...

Markets Set New Highs as Investor Embrace Risk Markets performed quite well in May with the S&P 500 climbing nearly five percentage...

US Markets Pullback on Fears of Interest Rates After a fantastic first quarter of 2024, the US stock market took a bit of a breather in...

Asset Values Have Been Heading Higher During March, seemingly all assets ranging from stocks to gold to even bitcoin set record highs....

Great February Driven by AI Enthusiasm February rewarded many investors with very strong results. Both the S&P 500 and the Nasdaq...

Markets Start Strong on Expectations of Soft Landing All three major indexes – the S&P 500, Dow, and Nasdaq – have enjoyed a great start...

Santa Claus Rally Rewards Many Investors Almost no one – including me – thought 2023 would be a great year for stocks, but the markets...

November Rewards Many Investors Markets have enjoyed a very strong November with the major indexes recording their best monthly...

Market Struggles Despite Strong Economic Growth The last few days of trading in October relieved some of the downward pressure on equity...

Market Struggles and Fed Holds Rates High September, historically the worst performing month of the year, played out true to its...