Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Woman checking stock chart

Is the rebound for real?

May 29, 2025 |Robert Sluymer, CFA

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

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May Market Update

May 26, 2025 |Nicole Winterz
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...
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Rollercoaster

Equity market roller coaster: How is your stomach?

May 22, 2025 |Kelly Bogdanova

The U.S. equity market has taken investors on a bumpy roller coaster ride, leaving some of us queasy. We discuss what drove the rally, lingering risks, and the market’s potential from here.

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Road curves ahead sign

How tariff policy unpredictability is rippling through U.S. Treasury bonds

May 15, 2025 |Atul Bhatia, CFA

U.S. government borrowing costs on longer-maturity debt have risen more quickly than on shorter-maturity debt since so-called reciprocal tariffs were announced. We discuss what drove that reaction and why the difference is likely to persist.

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