Insights
Market updates & commentary
What we're watching, what it means for your money, and how to think about the retirement account you left behind.
Market Update
November 2026 Market Update
In this video, we’ll talk about recent market activity and how we approach periods of uncertainty. Rather than focusing on short-term market movements, we look at the data and focus on long-term trends. History has shown that staying disciplined and keeping a long-term perspective can…
Drew SweetmanNovember 6, 20261 min readMarket Update
October 2026 Market Update
In this month’s market update, we discuss overall market performance, the key risks investors are watching, and the factors influencing current conditions. We also look back at the bull market we’ve experienced over the past several years. Finally, we share a lighthearted market observ…
October 8, 20261 min read
Market Update
August 2026 Market Update
In this month’s market update, we discuss how markets continue to move higher, supported by improving economic conditions and strong expectations for corporate earnings. AI-related investment remains a key driver of growth, helping fuel optimism across the market. W…
August 5, 20261 min readMarket Update
June 2026 Market Update
In this months market update, we talk about the current market environment, including rising oil prices due to conflict in Iran. We also cover ongoing inflation and higher interest rates. Despite these pressures, the stock market remains near all-time highs. We brea…
June 5, 20261 min read
Market Update
May 2026 Market Update
In this month’s market update, we cover key market developments including oil prices, the Iran conflict’s impact, interest rate movements, and overall market conditions, with an optimistic outlook on what’s ahead.
May 6, 20261 min readMarket Update
April 2026 Market Update
In this month’s market update, we break down the latest macroeconomic data and what it tells us about the current economic landscape. We take a closer look at where the market stands today. We also discuss the developing geopolitical situation with Iran, a cri…
April 7, 20261 min readMarket Update
March 2026 Market Update
In the March 2026 monthly update, we talk about several significant events that have occurred since the previous update, including the outbreak of a new war, a 5% market correction, and continued rapid advancements in artificial intelligence that are reshaping daily…
March 10, 20261 min read
Market Update
February 2026 Market Update
We get into a brief reflection on recent market movement and overall uncertainty. Rather than focusing on specific events, it emphasizes returning to basic chart analysis to understand broader trends. We look into reviewing general indicators and patterns that can h…
February 6, 20261 min readMarket Update
January 2026 Market Update
We look at an overview of the current market trends for the beginning of the year, a review of how the market performed last year, and predictions for the first part of this year. Additionally, the update will include a longer-term outlook, projecting expectations f…
January 12, 20261 min readMarket Update
December 2025 Market Update
The recent market movements since the last discussion, expectations for how the year will wrap up, and both new risks and positive developments in the market. Also an overview of how portfolio companies are evaluated for quality, providing insight into the approach…
December 15, 20251 min readMarket Update
November 2025 Market Update
We focused on reviewing the overall market, expectations for how the year will finish, and potential scenarios for the start of next year. We also highlight key issues currently impacting the market and their possible effects over the next three to six months. The d…
November 7, 20251 min readMarket Update
October 2025 Market Update
The market’s long-term trend remains intact, supported by steady momentum and broader participation. While short-term pullbacks are always possible, they tend to be brief and part of a healthy cycle. Underlying conditions remain constructive, with liquidity and inve…
October 13, 20251 min readMarket Update
September 2025 Market Update
The market continues to trend higher, supported by improving participation and broader earnings momentum. While a modest pullback would be typical after recent strength, the overall backdrop remains constructive. Policy decisions are in focus, and historical pattern…
September 9, 20251 min readMarket Update
August 2025 Market Update
Markets remain resilient after an extended period of strength, even as seasonal patterns could bring a slower pace in the near term. The broader trend continues to look constructive, supported by long-term fundamentals. Economic conditions are moderating, which may…
August 6, 20251 min readMarket Update
July 2025 Market Update
The market has been moving higher at a steady pace, which reflects underlying strength. After recent gains, a brief pause or pullback would be typical and doesn’t change the broader picture. The overall trend remains constructive, with long-term growth prospects sti…
July 9, 20251 min readMarket Update
June 2025 Market Update
Markets have regained momentum and continue to trend higher, approaching levels that could signal further strength ahead. Some short-term pullbacks would be normal and don’t alter the broader outlook. Sentiment has improved, which historically supports positive tren…
June 6, 20251 min readMarket Update
May 2025 Market Update
The market has shown improvement after recent challenges, moving closer to a level that could confirm the strength of the current trend. Some short-term fluctuations would be normal from here, but overall conditions appear more constructive. Investor sentiment has s…
May 5, 20251 min readMarket Update
April 2025 Market Update
After a long period of steady gains, the market experienced some turbulence, introducing short-term uncertainty. While near-term conditions may feel choppy, expectations for a positive finish remain in place, even as a few risks are being monitored. Leadership from…
March 28, 20251 min readMarket Update
March 2025 Market Update
The market has shown strength for an extended period, but it’s approaching a level that often signals what comes next. From here, the path could involve either continued progress or a brief pause before regaining momentum. Economic conditions remain steady, even if…
March 5, 20251 min readMarket Update
February 2025 Market Update
The market has been moving steadily, without major swings. While some areas have shown leadership, participation is gradually widening, which is encouraging for the overall environment. Looking ahead, conditions suggest potential for continued progress, even if the…
February 6, 20251 min readMarket Update
January 2025 Market Update
The market continues to follow a constructive long-term trend, which supports a positive outlook. While some ups and downs are expected this year after several strong periods, that’s a normal part of the cycle and not a cause for concern. Even if we see a dip, the e…
January 8, 20251 min readMarket Update
December 2024 Market Update
The market continues to show steady progress, which adds a constructive tone to the outlook. Strength is broadening beyond just a few names, creating a healthier and more balanced backdrop. Looking ahead, the trend suggests a solid finish and a strong start to the n…
December 2, 20241 min readMarket Update
November 2024 Market Update
It’s a big week, and markets may see some short-term swings, that’s a normal reaction to major events. These moves tend to settle over time, and history shows the long-term trend remains resilient regardless of the headlines. While a little volatility is expected, t…
October 31, 20241 min readMarket Update
October 2024 Market Update
The market seems to be catching its breath, setting up for its next move. Whether that means a brief dip or a push to new highs, both are normal possibilities in a healthy trend. We’re seeing strength broaden beyond just a few names, which adds stability to the back…
October 4, 20241 min readMarket Update
August 2024 Market Update
The market recently saw a sharp drop, which can happen from time to time and isn’t unusual. A couple of short-term factors played a role, but nothing suggests deeper issues. There are no signs of major financial stress, just the normal ebb and flow that comes with i…
August 5, 20241 min readMarket Update
July 2024 Market Update
The market continues to trend upward, showing a steady tone overall. Recently, we saw a new high, a brief pullback, and then a bounce, a pattern that reflects healthy movement. It wouldn’t be unusual to see a short pause after such a strong stretch, and we’re keepin…
July 27, 20241 min readMarket Update
June 2024 Market Update
The market recently reached a new high, which adds a strong note to the overall picture. A small pullback followed, something that’s completely normal after a big move upward. The longer-term trend still points higher, and there are plenty of signs of underlying str…
June 4, 20241 min readMarket Update
May 2024 Market Update
The market recently saw a brief dip, which is a normal part of the process. It’s already showing signs of stabilizing, adding a constructive note to the outlook. We’re watching a couple of key markers to see how things develop, but the broader picture still looks he…
May 6, 20241 min readMarket Update
April 2024 Market Update
The market has been moving higher at a steady pace, which sets a constructive tone. There’s one key marker we’re watching, and if it gives way, a brief pullback wouldn’t be unusual, but that’s part of a healthy trend. The bigger picture remains encouraging, with the…
April 5, 20241 min readMarket Update
March 2024 Market Update
Stocks have kept a steady pace for a while now, and the overall tone feels constructive. There’s always room for a little back‑and‑forth after a strong stretch, which would be completely normal and healthy. We’re keeping an eye on a couple of key markers that help f…
March 5, 20241 min readMarket Update
February 2024 Market Update
The market has kept a steady tone for a while now, and a key benchmark is moving closer to an important level. That progress adds some interest to the overall picture, even as the pace feels measured. It wouldn’t be unusual to see a little back‑and‑forth after such…
February 7, 20241 min readMarket Update
January 2024 Market Update
The market wrapped up last year on a strong note and has carried that steady tone into the new year. What’s interesting is that some areas that weren’t in the spotlight before are starting to step forward, giving the landscape a slightly different feel. Overall, the…
January 10, 20241 min readMarket Update
December 2023 Market Update
After a shaky stretch, the market made a surprisingly strong move upward, recovering far faster than many expected. Now it’s hovering near familiar territory, taking a moment to catch its breath before deciding where to head next. A major factor behind this rebound…
December 4, 20231 min readMarket Update
November 2023 Market Update
There’s been a bit of back‑and‑forth in the market lately. We see a brief lift followed by another pullback as one major factor suddenly shifted. A key benchmark hit a level we haven’t seen in quite a while, and that move played a big role in the market’s reaction.
November 17, 20231 min readMarket Update
October 2023 Market Update
Recently, the market went through a noticeable dip, slipping past a few areas that usually act as guideposts. Now things are hovering around spots that often play an important role in shaping what happens next. Some of the recent pressure has been tied to a major fo…
October 5, 20231 min readMarket Update
September 2023 Market Update
The market has been moving in an interesting way lately, with some patterns that tend to show up around this time of year. Things haven’t been dramatically up or down, more like a period of waiting to see what comes next. Even so, there are some broader trends that…
September 8, 20231 min read