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Thursday, October 23, 2025 Broadening the RallySeptember saw a meaningful expansion in market leadership, with emerging markets and U.S. small-cap equities stepping into the spotlight.
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Wednesday, October 1, 2025 October Monthly Market 2025Higher Highs. As the party keeps going, how important are all-time highs?
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Monday, September 1, 2025 September Monthly Market 2025Resilience and Rotation: Fed cuts, global optimism and sector shifts define the month.
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Friday, August 1, 2025 August Monthly Market 2025Rates Set the Price, Liquidity Sets the Terms. Markets run higher ahead of Fed rate announcement.
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Wednesday, July 9, 2025 “One Big Beautiful Bill” Becomes a RealityCongress passed the “One Big Beautiful Bill” (OBBB), a sweeping piece of tax legislation extending many provisions from the 2017 Tax Cuts and Jobs Act (TCJA).
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Tuesday, July 1, 2025 July Monthly Market 2025Calm Above, Currents Below. Strong earnings season and resilient economy gives way to a weak July employment report.
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Thursday, May 8, 2025 Tariff Ripple EffectsWe are reminded of Newton’s third law: for every action, there is an equal and opposite reaction. The global economy is contending with a powerful new force: tariffs.
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Thursday, May 1, 2025 May Monthly Market 2025Imperfect Independence. A brief review of Fed Independence.
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Tuesday, April 1, 2025 April Monthly Market 2025From Liberation to Limbo. Trade policy shockwaves are just beginning to reverberate.
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Saturday, March 1, 2025 March Monthly Market 2025Trumpenomics. Investors rotate toward certainty as President Trump seeks to reshape the economy.
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Thursday, February 6, 2025 Tariff TalkAlthough tariffs were absent from the flurry of executive orders in January, February brought new developments, with Canada, Mexico, and China now in the spotlight.
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Saturday, February 1, 2025 February Monthly Market 2025Growth Scare Hits Risk Assets. High valuations come with high expectations. U.S. equity markets step back on growth concerns.
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Wednesday, January 1, 2025 First Quarter 2025Markets shifted tone and investors grew more anxious of the current economic environment as foreign trade policy took hold with the Trump administration’s announcement of a 10% universal tariff and additional tariffs on various countries. Consumer confidence fell, touching levels last seen in 2021, as the risk of recession grew and inflation remains elevated.
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Wednesday, December 11, 2024 Post Election Investment PlaybookOur outlook for the markets is broadly the same as it was before Donald Trump won the U.S. presidential election.
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Wednesday, December 4, 2024 Here to StayThe interesting journey of the Washington State Capital Gains Tax appears to have reached its final landing place.
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Tuesday, October 1, 2024 Fourth Quarter 2024The Federal Reserve’s decision to cut rates by another 50 basis points (or 0.50%) was a key event in the quarter, leading to a mixed reaction across investment markets.
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Friday, September 20, 2024 Elevator Going DownEarlier this week, the Fed announced a 50bps (basis points or 0.50%) reduction to the Fed Funds Rate, their key interest rate and primary lever for carrying out monetary policy.
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Wednesday, September 11, 2024 Buckle UpAfter the latest debate, the U.S. presidential election cycle is in full swing.
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Monday, July 1, 2024 Third Quarter 2024The third quarter was strong for seemingly all investment assets. That said, the current market rally was thrown off course in late early August as investors reacted to a weaker-than-expected jobs report, fueling concerns that a stumbling labor market implied a recession may be looming.
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Thursday, May 9, 2024 Washington State Capital Gains Tax Update & Initiative 2109It has now been over a year since the Washington Supreme Court upheld a law instituting a 7% tax on capital gains (i.e. profits) from the sale of assets (with some exceptions) exceeding $250,000.
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Monday, April 1, 2024 Second Quarter 2024Growth remains positive and core inflation moderated from 3.8% to 3.3% during the quarter. The current market environment has provided room for the Federal Reserve to reduce the Fed Funds rate.
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Monday, January 1, 2024 First Quarter 2024Defying investor expectations, the U.S. economy continues to be defined by one word: resilient. U.S. GDP has grown above 2% in each of the last six quarters and the labor market remains strong.