Quarterly Market Commentary

Q1 Market Commentary

- Prior Year in Review & Starting Strong

FEBRUARY 5, 2025 @ 1PM ET

Begin the year with a thoughtful analysis of the prior year’s market performance and key economic developments. This webinar also examines early trends shaping Q1, offering actionable insights for making informed financial decisions in the months ahead.

Q2 Market Commentary

- Mid-Year Perspectives & Market Updates

MAY 7, 2025 @ 1PM ET

As we approach the middle of the year, this session offers a deep dive into market and economic updates from the first half of the year. We’ll discuss practical approaches to portfolio management and long-term strategies that align with evolving market conditions.

Q3 Market Commentary

- Late Summer Market Trends & Key Insights

AUGUST 6, 2025 @ 1PM ET

This webinar focuses on late-summer market activity, highlighting key economic developments, sector updates, and emerging opportunities. Gain valuable insights to help you assess your financial strategies as we head into the year’s final stretch.

Q4 Market Commentary

- Year-End Review & Strategic Planning

NOVEMBER 5, 2025 @ 1PM ET

As the year draws to a close, we’ll reflect on major market movements, economic shifts, and lessons learned. This session also explores planning strategies for the year ahead, with a focus on finishing strong and preparing for long-term success.