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Market Commentary | November 2025
Still Rising, Still Risky U.S. stocks climbed again in October, powered by tech’s relentless momentum and a wave of new AI announcements. The Nasdaq rose 4.7%, notching its seventh straight monthly gain—the longest streak since 2018—while the S&P 500 and Dow set fresh records. Nvidia’s market value topped $5 trillion, and Apple and Microsoft both crossed $4 trillion. AI remains the story investors can’t look away from. Tech continues to dominate. From chips to cloud computing
4 days ago


Monthly Market & Strategy Update | September 2025
September 2025 For Investment Professional Use Only Monthly review of the global markets and our investment strategies. This material is distributed or presented for informational or educational purposes only and should not be considered a recommendation of any particular security, strategy or investment product, or as investing advice of any kind. This material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment
Oct 28


Market Commentary | October 2025
Markets Near Records, But Growth Slowing U.S. stocks closed September near record highs, with the S&P 500, Nasdaq, and Dow all finishing...
Oct 1


Markets in Focus: Federal Reserve Burdened with "Dueling Mandates"
September 15, 2025 The Federal Open Market Committee (FOMC) is firmly committed to fulfilling its statutory mandate from Congress of...
Sep 14


Market Commentary | September 2025
Markets Stay Strong Despite Bubble Concerns The summer saw another strong stretch for U.S. stocks. Despite high valuations, rising...
Sep 2


Market Commentary | August 2025
Stocks Surge on Trade Deals and Growing Optimism The S&P 500 continued to defy gravity in July, notching six record closes in the last...
Aug 1


Market Commentary | July 2025
Market Sets New Highs as Tariff Fears Ease U.S. stocks closed the second quarter on a strong note. The S&P 500 and Nasdaq Composite set...
Jul 1


Market Commentary | June 2025
Markets Rebound as Trade Tensions Ease Investor sentiment took a decisive turn for the better in May, as easing trade tensions and...
Jun 3


Market Commentary | May 2025
Market Turbulence: Not Much Change U.S. financial markets experienced tremendous volatility in April 2025, driven by President Trump's...
May 1


Market Commentary | April 2025
Market Turbulence: Tariffs, Economic Concerns and Sentiment Shifts March inflicted significant damage to investors, as all three major...
Apr 2


Market Commentary | March 2025
Markets Cautious as Trump Implements His Agenda For February, the S&P 500 closed down nearly 2%, though it remains up over 1% for the...
Mar 4


Market Outlook 2025: What Financial Advisors Need to Watch This Year
Market Outlook 2025: What’s ahead for financial advisors? Get key insights on Fed policy, AI, and market risks. Download the report now.
Feb 20


Market Commentary | February 2025
Markets Surge to Start 2025 The U.S. financial markets began 2025 impressively with the S&P 500 up 3.4%, the Nasdaq over 1.2%, and the...
Feb 4


View From the Top
Quartz Partners Investment Management’s weekly email update summarizing key data and highlights from the market week. View this week's...
Jan 29


Market Commentary | January 2025
A Stellar 2024 and Optimism for 2025 The S&P 500 closed out 2024 with impressive gains of over 23%, while the Nasdaq, heavily weighted...
Jan 6


Market Commentary | December 2024
Market Up Sharply After Trump Win Post-election, US equity markets rose sharply as investors seem very enthusiastic about incoming...
Dec 5, 2024


Market Commentary | November 2024
Despite Election Outcome, the US Will Keep Thriving The news dominating most channels for the next week and beyond will be the elections....
Nov 1, 2024


Market Commentary | October 2024
Rate Cut Continues Market Momentum After a wobbly start, September delivered positive returns with all major US indices up for the month...
Oct 1, 2024


Market Commentary | September 2024
Market Powers Forward as Rate Cuts Expected The market has risen every month this summer, adding to the year’s already solid returns....
Sep 4, 2024


Market Commentary | August 2024
Markets in July More Volatile as Magnificent 7 Struggle During July, the S&P 500 was a bit more volatile than in past months despite...
Aug 2, 2024
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