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Q2 2026 Market Observations

By Christine R. Quillian, CFA, CFP®, Senior Wealth Manager The second quarter of 2026 produced the strongest S&P 500 gain since 2020, up 14.9% after a 4.3% first-quarter decline. What began with geopolitical stress, oil volatility, and tariff uncertainty ended … Read More

Q1 2026 Market Observations

By Brendan Wagner, Senior Wealth Manager Stock market returns in Q1 2026 were remarkably similar to the year-ago returns of Q1 2025. In both quarters, large growth fell and large value rose. In subsequent months last year, large growth stocks … Read More

Q4 2025 Market Observations

By Helen M. Donahue, CFA, Senior Wealth Manager Following strong gains in 2023 and 2024, U.S. equity markets enjoyed another year of double-digit returns in 2025. The S&P 500 gained 17.9% and small-cap stocks as measured by the Russell 2000 … Read More