Market Commentary
Written by: Paolo LaPietra, CFP® As we move into 2026, the economic backdrop remains constructive. Earnings continue to hold up; the labor market, while cooling, remains healthy by historical standards, and consumer spending has proven resilient. Recent GDP data reinforced that underlying strength, even as markets digest choppier short-term signals influenced by reporting delays and policy uncertainty. On the policy front,…
Written by: Paolo LaPietra, CFP® and Edward Wilhelm If it feels like a lot has happened in the last month, that’s because it has. The government reopened on November 13th, the jobs report landed shortly after, Nvidia once again took center stage during earnings season, AI-driven volatility picked up, and Fed cut expectations continued to…
Written by: Ryan Bouchey, Chief Investment Officer I’ve been thinking a lot about the economy and, more specifically, the missing jobs reports from September and soon to be October. Many headlines over the past few weeks have included job cuts from major U.S. employers – Amazon slashing 34,000 jobs and almost 10% of their office workforce,…
Watch our latest market update webinar where we unpack what shaped the markets and economy during Q3, review the major factors influencing performance year-to-date, and share our outlook as we move into the final quarter of 2025. The discussion is led by Chief Investment Officer Ryan Bouchey and Portfolio Strategist Paolo LaPietra. Topics Include: Q3…
Shutdown, Slowing Jobs… And All-Time Highs? Written by: Ryan Bouchey, Chief Investment Officer Download Report Here Market Update We begin the fourth quarter in the midst of a government shutdown, slowing of the labor market, worrying headlines and….all-time highs. Quite the backdrop for the current state of markets and the economy, but one…
Bouchey Newsletter Written by: Ryan Bouchey, CFP®, CPA As we enter the fourth quarter, it wouldn’t be unreasonable to ask: “Are we really still at all-time highs in the market?” Despite a government shutdown (with little sign of resolution on either side), a cooling labor market, and no shortage of headlines to scare us away,…
Q4 2025 Market Update
A Market Built on Capital, Earnings, and Policy Written by: Paolo LaPietra, Director of Portfolio Strategy Download Report Here Market Update The start of a new year has always been my favorite time of year. There’s something about the calendar flipping that gives you a clean slate and a fresh perspective, especially when…