2025 Q3 Review

2025 Q3 Review

November 20, 2025

In his 2025 Q3 Review, Chief Investment Officer Trey Willerson analyzes strong equity performance, shifting rate expectations, and valuation risks shaping investor outlooks.…

2025 Q1 Review: Part III – Tariffs

2025 Q1 Review: Part III – Tariffs

April 21, 2025

Looking beyond the first quarter, the scale and scope of the worldwide tariffs that Donald Trump announced on April 2 took investors by surprise, and the market reaction has been…