News and Events

JULY 2025 MARKET INSIGHTS By: DOUGLAS A. RILEY, CFA, PORTFOLIO MANAGER What a month June was! So much has happened around the globe that the biggest challenge in writing this month’s Market Insights is picking what to focus on. Technically, the “Big Beautiful Bill” d...

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JUNE 2025 MARKET INSIGHTS By: DOUGLAS A. RILEY, CFA, PORTFOLIO MANAGER Someone recently joked to me that the BBB or “Triple-B”, short for Trump’s “Big Beautiful Bill,” was a forecast for the US’ sovereign credit rating. While that may be extreme, it...

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It’s recess at Cathedral School in Portland, Oregon. Amid the clamor, a first grader with messy black hair climbs haltingly up the slide. At the top, he lifts his hands in jubilation. But his joy is cut short by a ringing bell. The boy plunges down the chute, lands on his feet, and dashes to j...

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MAY 2025 MARKET INSIGHTS By: DOUGLAS A. RILEY, CFA, PORTFOLIO MANAGER President Trump’s April 2nd “Liberation Day” tariff announcements certainly liberated financial market volatility. The Bloomberg 500 Index returned -0.45% in April, but that modest decline bel...

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Join us on Thursday, June 26th at 7:00 pm at St. Mary's located at 30 Bartlett St. Westfield, MA 01085.   Register - https://form.jotform.com/251134278114147

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APRIL 2025 MARKET INSIGHTS By: ANTHONY MINOPOLI, PRESIDENT & CHIEF INVESTMENT OFFICER The first quarter of 2025 is in the books. A combination of business travel and waiting on Trump tariff talk to sit down and pen this month’s essay. The Bloomberg 1000 returned -5.87% for t...

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Standing in the St. Joseph Chapel of St. Patrick’s Cathedral in New York City, a new bronze statue graces the revered neo-Gothic masterpiece beloved as “America’s Parish Church.” The slightly larger-than-life sculpture, crafted by artist Chas Fagan, depicts Blessed Michael...

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MARCH 2025 MARKET INSIGHTS By: ANTHONY MINOPOLI, PRESIDENT & CHIEF INVESTMENT OFFICER After emerging from 2024, all eyes were on President Trump and the changes he would seek to make in his second, though disjointed, term. It is not an understatement to say that he hit the ground ...

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FEBRUARY 2025 MARKET INSIGHTS By: ANTHONY MINOPOLI, PRESIDENT & CHIEF INVESTMENT OFFICER January was an interesting month in the markets and in our nation. We witnessed the peaceful hand off of power from the Biden administration to the Trump administration and then the gloves cam...

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