by Laurie Schroer | Mar 30, 2026 | Commentary
Dear Clients, I want to take a moment to address what has clearly been a difficult and unsettling period in the markets. When volatility rises and headlines become more extreme, it is natural for concern to follow. Periods like this tend to feel unique in the...
by Laurie Schroer | Mar 9, 2026 | Commentary
Dear Clients, I am writing to share my thoughts on what I believe could prove to be a seminal moment for the Middle East and, potentially, for the global economy. Iran has long acted as a primary agitator in a region that already contains many geopolitical tensions....
by Laurie Schroer | Mar 2, 2026 | Commentary
Dear Clients, The second week of February has historically been a bit slippery for the market, and this year is no exception. We saw a similar pattern last year as well. Seasonality doesn’t determine long-term outcomes, but it can help explain some of the short-term...
by Laurie Schroer | Feb 20, 2026 | Commentary
Dear Clients, While the S&P 500 Index is more or less flat on the year, the experience beneath the surface has been anything but calm. We have seen an elevated level of volatility as investors reposition portfolios and leadership rotates away from the “AI” cohort...
by Laurie Schroer | Feb 6, 2026 | Commentary
Dear Clients, The market selloff we are experiencing will pass. Periods like this are often driven by a convergence of short-term factors rather than a deterioration in underlying fundamentals. In this case, recent pressure has been influenced by developments in the...
