News and Events

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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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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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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MARKET INSIGHTS JANUARY 2025 By: ANTHONY MINOPOLI, PRESIDENT & CHIEF INVESTMENT OFFICER We can put another year in the books! With 2024 coming to a close, there will be any number of market recaps for us all to review and consider what this means for 2025…and beyond. We sti...

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  Congratulations on John Seguin for earning the November agent of the month!

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MARKET INSIGHTS NOVEMBER 2024 By: ANTHONY MINOPOLI, PRESIDENT & CHIEF INVESTMENT OFFICER With my apologies and your forgiveness, I am writing Market Insights on November 6th. I figured with the election it was worth the wait! I am a little surprised but pleased that we know the wi...

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