By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. May| 2025 Highlights U.S. markets faced a challenging first quarter. U.S. large-cap stocks ended the first quarter down 4%, while U.S. smal...
"Read More"
By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. January | 2025 Highlights U.S. large-cap stocks reached over 50 new all-time highs in 2024, ending the year up 25%. U.S. small-cap stocks g...
"Read More"
By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. November | 2024 Highlights U.S. large-cap stocks gained 5.9% during the third quarter, while U.S. small-cap stocks rose 9.3%. The Bloomberg...
"Read More"
By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. August | 2024 Highlights U.S. markets delivered mixed results in the second quarter. Large cap stocks climbed 4.3%, while small cap stocks ...
"Read More"
By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. May | 2024 Highlights Equity markets ended the first three months of 2024 on a strong note as the S&P 500 achieved new all-time highs. ...
"Read More"
By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. February | 2024 Highlights Despite recession fears and a banking crisis in early 2023, the market rallied with U.S. large cap stocks up 26....
"Read More"
By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. November | 2023 Highlights The S&P 500 ended September down 3.3%, reinforcing September’s reputation as the worst month of the year f...
"Read More"
By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. August | 2023 Highlights The first half of 2023 has been anything but ordinary. On the surface, U.S. stocks continued to push higher during...
"Read More"
By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. May | 2023 Highlights Both U.S. and international equity markets rallied in the last few days of March to end the month (and the quarter) w...
"Read More"