In The News

Domestic and international stocks, along with core bond indices and gold, started the year strong, with the S&P 500 reaching an all-time high on January 9, 2026.

While valuations are high, they are not unreasonable. Investors continue to focus on the prospect of lower interest rates and corporate adoption of AI. Questions remain, and we address those in this brief.

To our thinking, a disciplined, diversified approach remains the best defense against volatility and uncertainty.  We remain focused on building robust portfolios, in the context of each client’s long-term financial goals.

Click here to view our latest market update.

Please contact us at [email protected] if you would like to learn more.