By John Riddle, CFA The third quarter was a bond market story. Stocks edged higher, but long-term Treasury yields rose by the most in a quarter since 1994, and the Federal Reserve raised short-term rates for the first time since 2023[1, 2]. Last quarter we wrote that oil had made a full round trip and… Read More

At Brand AMG, we believe wealth planning is about more than investments, taxes, or estate strategy—it’s about helping families thrive for the long term. Read More

By John Riddle, CFA If the first quarter of the year was about adjusting to a changed map, the second quarter was about finding our footing and recognizing that the fundamentals of this expansion remain remarkably intact. Following a winter correction that saw the S&P 500 drop 4.3%, the market completely reversed course. Equities staged… Read More

By Damaris Gingerich, CFP®, AIF® What does the Fed do? The Federal Open Market Committee (FOMC) has a two-part mandate: control inflation and achieve maximum employment. Their stated target is 2% inflation with maximized employment. The Committee is comprised of 12 members, headed up by Fed Chair Jerome Powell, who began his term in 2018…. Read More

With the S&P 500 down 20% from recent highs, we have officially passed into Bear Market territory. In the video below, Todd Brand shares some color and historical context for the volatility seen in the equity markets. As always, we invite you to connect with your team if you’d like to discuss the markets, your… Read More