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The S&P 500 closed 2025 with an impressive 17% gain, underscoring the market’s resilience and strength. That strong finish came despite a challenging start to the year. In this update, we revisit what last year’s swings taught us and look ahead to how broader market participation is shaping the landscape for 2026.
Well Balanced is a round-up of topics to help you get today right. We lead with a stock quote from Eleanor Roosevelt: Today is the oldest you've ever been, and the youngest you'll ever be again.” Vol 42.
Meet the people who keep everything moving behind the scenes—helping clients open accounts, process money movement requests, prepare paperwork, coordinate with custodians, and ensure every detail is handled with care.