Insights

There are more positive than negative aspects of the Q2 S&P 500 earnings season. But there are some nuances within the Information Technology sector data that we think call for restraint.

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S.

Greetings from the Rock Cut Investment Group! The stock market experienced a mix of gains and losses in the month of July. The Dow Jones Industrial Average +0.2%, the S&P 500 +2.2%, and the NASDAQ +3.7%. The EAFE International Market was -1.4% (Source:...

The Federal Reserve held rates steady once again, but with the added wrinkle of a hawkish outlook—likely pushing back the timing of any rate cut even further.

We discuss key factors that have pushed the S&P 500’s valuation back up to lofty levels and how investors should weigh this in the portfolio decision-making process.

A challenging quarter ended with U.S. stocks at or near record levels! An interesting development since it was only April since the tariff announcement pushed stocks almost into bear territory (20% from their high).

President Trump’s mega-legislation brings pro-growth, investor- and business-friendly measures but also puts greater strain on the already very high federal debt.

May continued to see stocks rebound. The S&P 500 had its best month since 2023 and most indexes have recovered most of their losses for the year. Tariffs, tax legislation, and a U.S. credit downgrade were the main topics in May.

Greetings from the Rock Cut Investment Group! Stocks staged a late month-end rally to end one of their wildest-ever months. The S&P 500 ended the month down -0.8% and the tech-heavy Nasdaq gained +0.9%. The month of April was marked by some of the largest...