insights

Global equity indexes continue to power forward with strong gains.  The weakening U.S. dollar has been a significant reason why international returns are higher than the U.S. due to currency conversion.  The only area of the market that has struggled in 2025 has been small-cap U.S. equities, despite the fact that valuations are undemanding.  Companies […]

After a difficult first quarter, U.S. equity indexes roared back in the second quarter of 2025, and with the exception of the S&P 600 Small-Cap Index, are now positive for the year.  It is fair to say that the snap back caught many investors by surprise as tariff and inflation uncertainty remain.  The strength in