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Quarterly Commentary

2nd Quarter 2025 Commentary

The second quarter of 2025 was a tumultuous time for global financial markets, marked by sharp volatility driven by geopolitical events and mercurial trade policy decisions. Investor sentiment was bullish early in the year, pushing the S&P 500 to an all-time high on February 19th. However, optimism began to fade after President Trump’s “Liberation Day” ... Read More

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

4th Quarter 2021 Commentary

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Pompano Beach

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

Tampa

115 South Fielding Avenue
Tampa, FL 33606
(813) 258-1759

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6900 Tavistock Lakes Boulevard
Suite 400
Orlando, FL 32827
(800) 684-9139

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