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Katie’s Insights: Market Insights from Katie Lockwood, Chief Investment Officer

A Rip Van Winkle Moment: April Market Recap and Forward Looking Viewpoints

May 1, 2025

A Rip Van Winkle Moment: April Recap and Forward Looking Viewpoint Imagine falling asleep on March 31st, 2025, and waking up May 1st. You stretch, yawn, rub...

Did April Fools Arrive Early for the Stock Market? A March Recap and What Lies Ahead

April 1, 2025

As we dive into April, the markets are still feeling the aftershocks of March’s events, but it might not be all tricks and pranks. Click here for...

February’s Market Rollercoaster: Understanding the Risk

March 1, 2025

February was a month full of ups and downs in the stock market, showcasing what we in the financial world call “risk.” But risk isn’t about losing...

Kicking Off 2025: The Fed Holds Steady as AI Shakes Things Up

February 1, 2025

As we step into February, let’s take a moment to look back at the key highlights from January and how they’ve shaped the market outlook for the...

2025 Market Outlook: Volatility Ahead, But Long-Term Opportunities Remain

January 1, 2025

As we look ahead to 2025, volatility seems inevitable. While the economy is showing resilience, we might finally see that long-predicted recession, which has so far failed...

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