Market Commentary

Q2 2025 Market Update

Q2 2025 Market Update: From Tariff Uncertainty to New All-Time Highs

By Samantha Masey | July 17, 2025

Watch our latest market update webinar where we unpack what happened in the markets and economy during Q2, discuss the impact of the Big Beautiful Bill, and provide our market outlook. The discussion is led by Chief Investment Officer Ryan Bouchey and Portfolio Strategist Paolo LaPietra. Topics Include: Market Update Economic Resilience Big Beautiful Bill…

Defined-Outcome ETFs: Clarity in Uncertain Times

By Catherine Buck | June 3, 2025

      Written by: Paolo LaPietra, CFP®   Sometimes the market just wants to keep us on our toes. April was a perfect reminder of that-when the S&P 500 dropped over 15% seemingly overnight on tariff fears and recession whispers. And yet, here we are, not even into June, and the index has already clawed…

Navigating Uncertainty: Key Tariff and Market Updates

By Catherine Buck | May 14, 2025

Watch our latest market update webinar where we present a market update focused on the effects of tariff policy and current economic data. The discussion will be led by Chief Investment Officer Ryan Bouchey and Portfolio Strategist Paolo LaPietra.   Topics Include: Market Update Soft Data vs. Hard Data – What to focus on Tariff…

Q1 2025 mkt update

Q1 2025 Market Update

By Samantha Masey | April 11, 2025

Tariffs or No Tariffs? Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Market Update Tariffs have dominated headlines over the past few months-and for good reason. We often encourage clients to tune out the noise from headlines and media to focus on the long-term and what’s important. But in this case, the concern…

Steven Bouchey Interview

Steven Bouchey Urges Caution During Stock Market Volatility

By Samantha Masey | April 11, 2025

Watch Steven Bouchey’s recent WNYT NewsChannel 13 interview on the markets, volatility, and why patience and a long-term mindset are so important for investors. Play Video

2025 State of the Economy Presentation

2025 State of the Economy Recording

By Samantha Masey | March 31, 2025

Watch the 2025 State of the Economy presentation for our outlook on the markets and economy for the coming year. The presentation includes: The State of the Firm Economic Outlook Tax Policy Update Our Market Outlook & Portfolio Perspectives Q&A Download the 2025 State of Economy Presentation Slides to follow along. Download Slides Play Video

White House

A Trump Presidency and What Lies Ahead

By Catherine Buck | November 11, 2024

For two years now we’ve been hearing a negative narrative about market expectations, while at the same time experiencing strong market performance. In 2023, it was all about the incoming recession. This year, the public concern centered around the pivotal presidential election. Well, fast forward to three days post-election, and we have another year of…