Al Soricelli, Private Client Group

01/09/2026

Markets ended 2025 on a quiet note, but Q4 closed with gains across all major U.S. indexes as investors weighed lower interest rates, mixed labor data, and ongoing economic delays from the October shutdown. The S&P 500 rose 2.35% for the quarter, while the Dow led with a 3.59% gain. As we kick off the new year with resolutions and fresh starts, many of us reach for our favorite morning brew. But have you ever wondered about the global love affair with coffee and tea? Check out this month's by-the-numbers.

U.S. stocks notched a solid gain in the fourth quarter as investors cheered lower interest rates and solid corporate profits while navigating limited economic updates due to the U.S. government shutdown.

12/08/2025

Markets ended November on a five-day winning streak, softening earlier losses driven by concerns over tech valuations, consumer sentiment, and rate uncertainty. While the Nasdaq slipped 1.51 percent, the S&P 500 held steady and the Dow inched up 0.32 percent. All eyes now turn to the Fed's final meeting of the year on December 9–10.

The Standard & Poor’s 500 Index rose 0.13 percent, while the Nasdaq Composite declined 1.51 percent. The Dow Jones Industrial Average edged up 0.32 percent.1

09/05/2025

August ended strongly for U.S. markets, with the S&P 500 closing above 6,500 for the first time. A mix of slowing job growth and cooling inflation put the Fed’s next move in the spotlight as investors look ahead to the September meeting. And with football season kicking off, fans and advertisers are spending big to be part of the action.

The Standard & Poor’s 500 Index advanced 1.91 percent, while the Nasdaq Composite rose 1.58 percent. The Dow Jones Industrial Average led, picking up 3.20 percent.1

08/08/2025

July delivered big wins for U.S. markets as trade agreements and stellar Q2 earnings pushed the Nasdaq above 21,000 for the first time. While the Fed held rates steady, consumer spending powered the economy to 3% growth. Back-to-school season is here - families are expected to spend nearly \$39 billion getting kids ready for the new academic year.

Stocks rode the wave of trade developments and Q2 corporate results to advance last month, pushing market averages to multiple record highs.

07/08/2025

U.S. markets soared in Q2, driven by new trade policies. Globally, the MSCI EAFE Index continued its winning streak, with Korea and Japan excelling. European markets had mixed outcomes, with Germany and Spain leading. Economic signals were mixed: GDP contracted, job growth slowed, but durable goods orders surged while inflation trended lower.

Markets rose in the second quarter as investors witnessed the new U.S. trade policy's impacts unfold, while tensions continued in the Middle East.

06/05/2025

Strong earnings and renewed trade momentum helped push stocks higher in May, with the S&P 500 flipping back into positive territory for the year. Even a Fed pause and a credit downgrade couldn't stall the rally. The latest Market Insights explores the trends behind the gains and what could influence the second half of 2025.

Stocks notched solid gains in May as investors cheered progress on trade deals and upbeat first-quarter corporate reports.

05/07/2025

Despite solid corporate numbers and unexpected trade reports, buyers remained cautious thanks to April's mercurial markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025.

The Standard & Poor’s 500 Index declined 0.76 percent while the tech-heavy Nasdaq Composite rose 1.26 percent. The Dow Jones Industrial Average lagged, however, falling 3.17 percent.1

04/08/2025

Keep Calm and Carry On- A message from Al Soricelli⚡

Please enjoy this informative piece from Invesco on how to navigate volatility.
It reminds us that historically, markets have demonstrated resilience and the capacity for recovery over time.

As always, please feel free to reach out if you would like to discuss this in greater detail.

04/07/2025

Keep Calm and Carry on: A message from Al Soricelli

Lots and lots of news cycles and lots and lots of volatility … especially today! With that in mind, please click on the following link to get a better understanding of Tariffs and their short- and long-term effects.

As always, please feel free to contact me if you’d like to discuss this in greater detail.

04/04/2025

From evolving trade policy to further Artificial Intelligence news, Q1 wrapped up an interesting year for markets. Our April Quarterly Market Insights breaks down what moved markets and what investors are watching in 2025.

Stocks fell in the first quarter as investors contended with economic uncertainty, inflationary concerns, and evolving tariff talks.

03/31/2025

For those who've listened to my (frequent) musings on the art of effective "Bucketing" strategies, please enjoy the following article and kindly allow it to shine a brighter light on the process.

As always, I would welcome the opportunity to hear from you should you like to discuss this in greater detail!

A diversified portfolio with various time frames can help you meet your income needs during retirement.

03/12/2025

Keep Calm and Carry On: A message

Market volatility is upon us once more, and as usual, this too shall pass...enjoy this fabulous piece from our friends at Advisor Capital Management.

Feel free to reach out for a deeper conversation. Together, we'll navigate these changes!