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Quarterly Commentary

1st Quarter 2026 Commentary

The first quarter of 2026 was dominated by a sharp escalation in geopolitical risk, which became a central driver of global market volatility in the second half of the quarter. Tensions intensified early in the year following tariff-related policy developments, followed by a rapid deterioration in Middle East stability after joint US and Israeli military ... Read More

4th Quarter 2025 Commentary

3rd Quarter 2025 Commentary

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

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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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(800) 684-9139

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