Market Commentary | January 27th, 2025

Market Commentary | January 27th, 2025 Week in Review… As the new president took office this past week, headlines were dominated by the potential impact of campaign promises turning into executive actions. The S&P 500 ended up 1.74% The Dow Jones Industrial...

2025 Uncorked

Join us on Feb. 20th for an evening of wine, hors d’oeuvres, and a beautiful view of the city as we share updates on what to expect in 2025, and how to navigate these changes for success.

Market Commentary | January 21st, 2025

Market Commentary | January 21st, 2025 Week in Review… Major market indices concluded the week with positive returns, while the Treasury yield began its descent from its historical uptrend. A drop in the Treasury yield typically indicates heightened demand for...

Market Commentary | January 13th, 2025

Market Commentary | January 13th, 2025 Week in Review… Major market indices ended the week lower over concerns surrounding rising inflation: The S&P 500 closed at -1.94% The Dow Jones Industrial Average was lower at -1.86% The tech-heavy Nasdaq fell...