Core Investment Management

01/20/2026

Stay up to date with our Q4 2025 Executive Summary!

January 20, 2026 Taking Stock: Executive Summary December 31, 2025 Quarterly Executive Summary As we bid farewell to 2025, we reflect on a year of contrasts, turbulence and cross currents.  It was a year of extremes, even by today’s standards … April’s sweeping tariff announcements sent marke...

10/13/2025

Check out our Q3 2025 Executive Summary!

October 9, 2025 Taking Stock: Executive Summary September 30, 2025 Quarterly Executive Summary Q3 In Review:It was another strong quarter for U.S. equities, with the major indices hitting record highs. In spite of mixed economic data, a softening job market and a looming government shutdown, the DOW...

07/11/2025

Take a look at our Q2 2025 Executive Summary!

July 11, 2025 Taking Stock: Executive Summary June 30, 2025 Quarterly Executive Summary Q2 In Review:Kicking off with President Trump’s April 2nd “Liberation Day” tariff announcement, Q2 began with equity markets plummeting, as fears of spiking inflation and the specter of a potential trade wa...

07/12/2024

Stay up to date with our Q2 2024 Executive Summary!

July 11, 2024 Taking Stock: Executive Summary June 30, 2024 Quarterly Executive Summary Q2 In Review:The quarter got off to a rough start in April, as stubbornly high inflation led to revised expectations for interest rate cuts, sending stocks falling and breaking a five-month winning streak.  But ...

01/18/2024

Take a look at our Q4 2023 Executive Summary!

January 18, 2024 Taking Stock: Executive Summary December 31, 2023 Quarterly Executive Summary The fourth quarter began, as most have in the recent past, with markets facing a myriad of challenges – not the least of which was inflation, which remained uncomfortably high.  And yes, Q4 got off to a...

07/18/2023

Stay up to date with our Q2 2023 Executive Summary!

July 18, 2023 Taking Stock: Second Quarter 2023 Executive Summary Quarterly Executive Summary Following a better-than-expected start to the year, we entered Q2 optimistic but facing a great deal of continued uncertainty.  Despite the challenges, markets remained resilient and finished the first hal...

10/21/2022

Take a look at our Q3 2022 Executive Summary!

October 20, 2022 Third Quarter 2022 Executive Summary Quarterly Executive Summary Yes, it has been a wild ride.The markets entered the third quarter of the year breathing a collective sigh of relief, kicking it off with a robust rally, amid solid corporate earnings and hopes that inflation had perha...

04/28/2022

Check out our Q1 2022 Executive Summary!

April 27, 2022 First Quarter 2022 Executive Summary Quarterly Executive Summary We ended 2021 anticipating a “less remarkable” year ahead.  With strong economic fundamentals, we emerged from a two-year global pandemic with optimism, and we looked forward to continued growth (albeit more normali...

03/11/2022

Don't Forget to Spring Forward! Remember to set your clocks ahead an hour, this Sunday, March 13, beginning at 2 a.m.

01/28/2022

Stay up to date with our Q4 2021 Executive Summary!

January 26, 2022 Fourth Quarter 2021 Executive Summary Quarterly Executive Summary It was another year for the history books as equities continued to rally in the fourth quarter, hitting new all-time highs.  Despite considerable headwinds (i.e., political/governmental uncertainties, rising inflatio...