By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. Highlights Investors were dealt a mixed hand in the third quarter as U.S. large-cap stocks, measured by the S&P 500 Index, gained 2.3%,...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. Highlights U.S. large-cap stocks ended the quarter up 15%, while small-cap stocks gained 22%. Moreover, U.S. intermediate-term bonds had mo...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. Highlights Geopolitical conflict and concerns about AI’s impact shaped market returns in the first quarter. U.S. large-cap stocks ended t...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. Highlights Markets ended 2025 on a strong note: No major asset class ended the year in the red. U.S. large-cap stocks ended the year up 18%...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. Highlights U.S. large-cap stocks rose 8% in the third quarter, while small caps gained 12%, reaching their highest levels since November 20...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. Highlights While the acronym “AI” (artificial intelligence) has been used since the 1950s, recent technological advances have accelerat...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. Highlights U.S. large-cap stocks ended the second quarter up 10.9%, marking a new record high. U.S. small-cap stocks gained 8.5%, and U.S. ...
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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...
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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...
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