The Role of a Trusted Advisor

November brought plenty for investors to celebrate, with strong S&P 500 gains driven by Fed rate cuts and election outcomes.

October markets started strong but ended with volatility driven by AI concerns, small-cap losses, and global pressures, while precious metals held steady.

September brought market resilience amid volatility, with the S&P 500 rising and emerging markets outperforming, driven by economic shifts and global events.