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Read about the latest thinking from our portfolio managers pertaining to our business.
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How Can It Be?
The second quarter of 2025 has just ended. It was marked by stock market volatility, war, political division, a weak dollar, tariffs,...

William A. Goldstein
Jul 71 min read


Weekly Market Update – June 30, 2025
Price Return Last Week S&P 500 +3.5% S&P Mid Cap  +2.6% Russell 2000  +3.0% MSCI EAFE +3.1% MSCI EM +3.4% 10 Yr US Treasury Rate...

Taylor Champion
Jun 302 min read


Weekly Market Update – June 16, 2025
Price Return Last Week S&P 500 (0.4%) S&P Mid Cap  ( 1.5%) Russell 2000  (1.5%) MSCI EAFE (0.2%) MSCI EM +0.8% 10 Yr US Treasury...

Taylor Champion
Jun 162 min read


Weekly Market Update – June 9, 2025
Price Return Last Week S&P 500 +1.5% S&P Mid Cap  +1.7% Russell 2000  +3.2% MSCI EAFE +0.7% MSCI EM +2.3% 10 Yr US Treasury Rate –...

Taylor Champion
Jun 92 min read


Weekly Market Update – June 2, 2025
Price Return Last Week S&P 500 +1.9% S&P Mid Cap  +0.8% Russell 2000  +1.3% MSCI EAFE +0.9% MSCI EM (1.1%) 10 Yr US Treasury Rate...

Taylor Champion
Jun 22 min read


Weekly Market Update – May 19, 2025
Price Return Last Week S&P 500 +5.3% S&P Mid Cap +4.8% Russell 2000 +4.5% MSCI EAFE +1.0% MSCI EM +3.1% 10 Yr US Treasury Rate – rose...

Taylor Champion
May 193 min read


Weekly Market Update – May 12, 2025
Price Return Last Week S&P 500 (0.5%) S&P Mid Cap  +0.5% Russell 2000  +0.1% MSCI EAFE 0.0% MSCI EM +0.5% 10 Yr US Treasury Rate...

Taylor Champion
May 122 min read


Weekly Market Update – May 5, 2025
Price Return Last Week S&P 500 +2.9% S&P Mid Cap  +3.5% Russell 2000  +3.2% MSCI EAFE +3.2% MSCI EM +3.4% 10 Yr US Treasury Rate –...

Taylor Champion
May 53 min read


Weekly Market Update – April 28, 2025
Price Return Last Week S&P 500 +4.6% S&P Mid Cap  +3.2% Russell 2000  +4.1% MSCI EAFE +2.9% MSCI EM +2.8% 10 Yr US Treasury Rate –...

Taylor Champion
Apr 282 min read


Weekly Market Update – April 21, 2025
Price Return Last Week S&P 500 (1.5%) S&P Mid Cap  +0.8% Russell 2000  +1.1% MSCI EAFE +4.1% MSCI EM +2.1% 10 Yr US Treasury Rate...

Taylor Champion
Apr 212 min read


Weekly Market Update – April 14, 2025
Price Return Last Week S&P 500 +5.7% S&P Mid Cap  +2.8% Russell 2000  +1.8% MSCI EAFE +0.7% MSCI EM (3.9%) 10 Yr US Treasury Rate...

Taylor Champion
Apr 143 min read


Weekly Market Update – April 7, 2025
Price Return Last Week S&P 500 (9.1%) S&P Mid Cap  (9.1%) Russell 2000  (9.7%) MSCI EAFE (6.9%) MSCI EM (3.0%) 10 Yr US Treasury...

Taylor Champion
Apr 72 min read


Uncertainty
Nothing unnerves investors and markets more than uncertainty. We have seen its effect on individual stocks and markets many times over...

William A. Goldstein
Apr 41 min read


Weekly Market Update – March 31, 2025
Price Return Last Week S&P 500 (1.5%) S&P Mid Cap  (1.0%) Russell 2000  (1.6%) MSCI EAFE (1.0%) MSCI EM (0.9%) 10 Yr US Treasury...

Taylor Champion
Mar 312 min read


Weekly Market Update – March 17, 2025
Price Return Last Week S&P 500 (2.3%) S&P Mid Cap  (2.0%) Russell 2000  (1.5%) MSCI EAFE (1.2%) MSCI EM (0.8%) 10 Yr US Treasury...

Taylor Champion
Mar 172 min read


Weekly Market Update – February 17, 2025
Price Return Last Week S&P 500 (1.7%) S&P Mid Cap  (3.0%) Russell 2000  (3.7%) MSCI EAFE (0.2%) MSCI EM +2.0% 10 Yr US Treasury...

Taylor Champion
Feb 242 min read


Weekly Market Update – February 10, 2025
Price Return Last Week S&P 500 (0.2%) S&P Mid Cap  (1.0%) Russell 2000  (0.4%) MSCI EAFE +0.2% MSCI EM +1.4% 10 Yr US Treasury...

Taylor Champion
Feb 102 min read


Tariffs - What does it all mean?
Given the recent announcement of 25% tariffs on Mexican and Canadian imports as well as additional 10% tariffs on Chinese imports, I...

Brian Zavalkoff
Feb 32 min read


Weekly Market Update – February 3, 2025
Price Return Last Week S&P 500 (1.0%) S&P Mid Cap  (1.1%) Russell 2000  (0.9%) MSCI EAFE +0.8% MSCI EM +0.3% 10 Yr US Treasury...

Taylor Champion
Feb 33 min read


Weekly Market Update – January 27, 2025
Price Return Last Week S&P 500 +1.7% S&P Mid Cap  +1.1% Russell 2000  +1.4% MSCI EAFE +3.2% MSCI EM +1.9% 10 Yr US Treasury Rate...

Taylor Champion
Jan 272 min read
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