by Neil Gilliss, MBA, CFP | Apr 21, 2026 | Newsletters
US stocks just completed their worst quarter in four years. Outlooks were rosy to start the year, with growth accelerating, the Federal Reserve poised to reduce rates, and markets shaking off tariff uncertainty. Seemingly out of nowhere came the war with Iran, which caused oil prices to rise 63% and a corresponding drop in most risk assets. For the quarter, the S&P 500 dropped by nearly 5% and the Nasdaq 100 declined by 7% Click here to read more of our first quarter newsletter.
by Neil Gilliss, MBA, CFP | Jan 13, 2026 | Newsletters
Markets finished the 4th quarter up another 2.5% and the S&P 500 finished the year with a gain of nearly 18%. Although we faced a historic decline following the introduction of tariffs, markets quickly rebounded in April and never looked back. The technology trade and AI buildout continued to dominate returns and stocks feel like they are on stable ground with overall earnings increasing by around 10%.. Click HERE to read more of our fourth quarter newsletter.
