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Quarterly Commentary

3rd Quarter 2025 Commentary

The third quarter of 2025 unfolded against a backdrop of transformative fiscal legislation, pivotal international trade agreements, and a key monetary policy adjustment. These developments highlighted ongoing tensions between slowing job growth and inflationary pressures, shaping investor sentiment across asset classes. The One Big Beautiful Bill Act (OBBBA) was passed on July 4. It retained ... Read More

2nd Quarter 2025 Commentary

1st Quarter 2025 Commentary

4th Quarter 2024 Commentary

3rd Quarter 2024 Commentary

2nd Quarter 2024 Commentary

1st Quarter 2024 Commentary

4th Quarter 2023 Commentary

3rd Quarter 2023 Commentary

2nd Quarter 2023 Commentary

1st Quarter 2023 Commentary

4th Quarter 2022 Commentary

3rd Quarter 2022 Commentary

2nd Quarter 2022 Commentary

1st Quarter 2022 Commentary

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Pompano Beach

2480 NE 23rd Street
Pompano Beach, FL 33062
(954) 785-5400

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Tampa, FL 33606
(813) 258-1759

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Orlando, FL 32827
(800) 684-9139

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  • About Us
    • Who We Are
    • Professionals
    • FAQs
  • Wealth Management
    • How We Work
    • Our Services
    • Wealth Management Process
    • Investment Philosophy
    • Case Studies
  • Resources
    • Articles
    • Newsletters
    • Quarterly Commentary
    • News & Updates
    • Videos