4th Quarter 2025 Commentary
Market Performance Overview Global equity markets delivered another outstanding year in 2025, with strong returns across nearly all regions. International stocks led the way, as
Market Performance Overview Global equity markets delivered another outstanding year in 2025, with strong returns across nearly all regions. International stocks led the way, as
Market Performance Overview The stock market continued its rally in the third quarter, with global stocks returning 8%. Since the market bottomed in April, U.S.
Market Performance Overview After a rocky start to the quarter that saw stocks drop 10%+, equity markets rallied, with global equities up 11.5% over the
Market Performance Overview Global stocks fell around 1% during the first quarter, with weakness in U.S. stocks offset by positive returns in international markets. Bonds
Market Performance Overview Global stocks fell around 1% during the fourth quarter, with positive returns from US stocks offsetting weakness in international stocks. Bonds registered
Market Performance Overview US stocks were positive in Q3, returning 5.89% in the quarter and 08% YTD. Foreign has a strong quarter as well, returning
Market Performance Overview Domestic equities were positive in Q2, returning 4.28% in the quarter and 29% YTD. Foreign equities were mixed in Q2, returning -0.42%
Market Performance Overview Domestic equities were positive in Q1 returning +10.56%. Foreign equities were positive in Q1 returning +5.78% in developed markets and +2.37% in
Market Performance 2023 Overview and Investment Strategies Domestic equities were positive in 2023, with large cap stocks finishing +26.29%, mid cap stocks finishing +17.24%, and
Market Performance Overview Domestic equities were negative in Q3 with large cap stocks finishing -3.27% (+13.07% YTD). Foreign equities were negative in Q3 returning -4.11%