May gave investors another positive month, with markets building on April’s rebound and technology moving back into the driver’s seat. After a rougher start to the year, investors regained confidence as corporate earnings held up, AI demand remained strong, and risk appetite improved.

That said, it was not a clean “everything is great” kind of month. Technology did a lot of the heavy lifting, while several other sectors were much quieter. Inflation and oil prices are still worth watching, and the Fed is likely to stay cautious before making any major moves.

So, while the market backdrop has improved, the key message is still the same: stay invested, stay diversified, and avoid letting one theme carry the whole portfolio.

Read the full recap: May 2026 Market Recap

April was a big reminder that markets can change quickly. March was all about oil, Iran, inflation fears, and a broad selloff. April flipped the script. Stocks bounced hard, tech came back in a major way, and global markets pushed higher despite ongoing geopolitical noise.
The rebound was led by AI and semiconductor names, with emerging markets also benefiting from strength in Taiwan and South Korea. Oil stayed elevated, but investors looked past the stress and focused on earnings, tech leadership, and the possibility that the worst of March’s panic had already been priced in.

Read the full recap: April 2026 Market Recap

February was one of those months where the headline didn’t tell the full story.

The S&P 500 dipped, and tech-heavy indexes had a rougher stretch, but a lot of the regular market did just fine. Value, mid-caps, equal-weight indexes, and several defensive sectors quietly had a strong month.

Read the full recap: February 2026 Market Recap

January opened the year with a constructive feeling. Stocks moved higher, and importantly, the gains spread out beyond the usual mega-cap suspects. Emerging markets popped, small and mid caps led in the U.S., and value continued to hold its ground.

The Fed hit pause after a string of cuts, oil bounced hard, and gold and silver had one of the strangest up-a-lot, down-a-lot months we’ve seen in a while. 

Click here for full recap: January 2026 Market Recap

December closed the book on a wild year. For the month, international markets were the winners, the S&P 500 was roughly flat, and small caps dipped. Financials led sectors, while utilities and real estate lagged. Economic data resumed after delays, and the Fed delivered another quarter-point cut.

Click here for full recap: December 2025 Market Recap

November packed a lot into 30 days. Stocks pulled back from October’s highs, then clawed most of it back by month-end.

Big Tech took a breather, while healthcare, regional banks, homebuilders, and transports grabbed the baton. Yields drifted lower, oil notched a fourth straight monthly drop, and precious metals stayed hot.

Policy-wise, the White House announced “The Genesis Mission” to speed scientific discovery with AI, while markets continued to handicap the Fed’s next move. Here’s your friendly, fast tour of what mattered, and how we’re positioned.

Click here for full recap: November 2025 Market Recap

September is usually a tricky month for markets… but not this year. Equities pushed higher around the globe, tech found its groove again, and long rates drifted lower after the Fed trimmed policy rates by 0.25%. Under the surface, the labor market kept cooling, which is part of why the Fed moved, but lower borrowing costs also helped spark signs of life in housing.

Here’s your tour of what mattered and what’s next: Click here for the full recap: September 2025 Market Recap