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Avoid Herd Mentality in your Financial Decisions

Herd mentality comes from the idea that following the crowd will lead to your desired goals based on the assumption that the knowledge of the many must be greater than that of the few, or the actions of the many must be more accurate than the actions of the few.
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Quarterly Commentary: First Quarter 2025

Entering the second quarter, market volatility has increased dramatically as the Trump administration’s agenda has become more evident. The sheer scope of the actions of DOGE and President Trump’s multi-faceted tariff policy has seemingly caught the investment community by surprise.
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Quarterly Commentary: Fourth Quarter 2024

The fourth quarter of 2024 proved to be a volatile one, yet U.S. equities ended the period in positive territory.
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Quarterly Commentary: Third Quarter 2024

The markets entered 2024 with strong momentum on the heels of a 4th quarter rally in global stock and bond markets.
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Quarterly Commentary: Second Quarter 2024

The markets entered 2024 with strong momentum on the heels of a 4th quarter rally in global stock and bond markets.
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Quarterly Commentary: First Quarter 2024

The markets entered 2024 with strong momentum on the heels of a 4th quarter rally in global stock and bond markets.
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Quarterly Commentary: Fourth Quarter

Markets ended 2023 on a high note, rebounding nicely after a disappointing third quarter. The year was certainly not without its challenges, including the steepest borrowing costs in over 20 years, a regional banking crisis, and escalating geopolitical turbulence.
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