Investment Commentary | September 2025
Broad investment gains across stocks, bonds, and precious metals reflected market strength in September, driven by AI growth, interest rate cuts, and resilient global performance.
As the markets and the economy change, it is important to know how they will impact your investments and how our team can help protect your portfolio.
Broad investment gains across stocks, bonds, and precious metals reflected market strength in September, driven by AI growth, interest rate cuts, and resilient global performance.
August delivered impressive gains across stocks, bonds, and precious metals. Uncover how Fed rate cut signals, tariff rulings, and strong sector earnings influenced market performance and what investors should watch for in September.
Markets were watching closely for signals on the path of policy during Jerome Powell's final Jackson Hole speech on Friday, August 22, 2025.
Innovation in automotive, aerospace, manufacturing, and energy is reshaping the economy. Understanding these trends helps investors identify opportunities and manage risk with confidence.
U.S. stocks hit record highs in July before momentum faded amid rising inflation and tariff concerns. Explore key market movers, Fed policy debates, and why precious metals continue to shine.
The Federal Reserve plays a central role in the U.S. economy through interest rate policy, inflation management, and market influence, while its independence from government ensures credibility and long-term stability.
June marked a second consecutive month of market gains as tech stocks led the rally, inflation cooled, and the Fed signaled a potential shift in policy.
May saw markets rebound as tech and consumer stocks surged, offsetting bond losses and debt concerns. International equities outpaced U.S. gains, while gold cooled but remained a top performer.
April brought renewed market swings as tariffs and tumbling oil prices rattled investors. While energy lagged, tech and international stocks helped offset broader weakness, with gold gaining on safe-haven demand.
Value vs. growth investing explained through the lens of the P/E ratio, highlighting core differences, common risks, and how a fundamentals-driven, balanced portfolio can support long-term financial goals.