Market insights and analysis

How dynamic, risk-managed investment solutions are performing in the current market environment

1st Quarter | 2025

Quarterly recap

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Current market environment performance of dynamic, risk-managed investment solutions.

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Bull runs can breed complacency. Bear markets can breed despair. Yet, the spaces in between—when prices drift, headlines whipsaw sentiment, and markets grope for direction—often set the stage for the next big move.

The major U.S. stock market indexes were up last week. The Dow Jones Industrial Average returned 1.23%, the S&P 500 returned 1.54%, the NASDAQ Composite returned 2.2%, and the Russell 2000 returned 3.23%. The 10-year Treasury bond yield rose from 4.41% to 4.51%. Spot gold closed the week up 0.64%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 gained 1.54%, the NASDAQ Composite rose 2.20%, and the Dow Jones Industrial Average added 1.23%.

Last week, the gold spot price gained 0.64% and the U.S. Dollar Index lost 0.14%. The Gold Bullion Strategy Fund (QGLDX) was up 0.52% for the week.

Investors are so different. They pursue different goals. They react differently to changes in the financial marketplace. Some are aggressive. Some are conservative. Sometimes they are very concerned with risk, and other times they seem able to ignore it.

Equity markets rallied broadly last week. All sectors posted gains except for Energy. The S&P 500 rose 1.90%, the NASDAQ Composite gained 2.02%, the Dow Jones Industrial Average climbed 1.67%, and the Russell 2000 added 1.32%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 increased by 1.90%, the NASDAQ Composite gained 2.02%, and the Dow Jones Industrial Average rose 1.67%.

Last week, the gold spot price lost 2.03% and the U.S. Dollar Index gained 0.22%. The Gold Bullion Strategy Fund (QGLDX) fell 2.02% for the week.

In April, 58 exchange-traded products (“ETPs”) were added to the ETF Deathwatch list and 37 were removed, bringing the total to 776 ETPs.

Figuring out your risk tolerance can be tricky. You may think it of it one way during a planning conversation with a financial adviser and another way when the market gets bumpy.

The major U.S. stock market indexes declined last week. The Dow Jones Industrial Average returned -2.43%, the NASDAQ Composite returned -2.45%, the S&P 500 returned -2.58%, and the Russell 2000 returned -3.45%.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 declined 2.58%, the NASDAQ Composite lost 2.45%, and the Dow Jones Industrial Average fell 2.43%.

Last week, the gold spot price rose 4.8% and the U.S. Dollar Index fell 1.96%. The Gold Bullion Strategy Fund (QGLDX) was up 5.28% for the week.

I’ve heard that phrase more than once this year. In my experience, whenever someone declares a long-standing investment approach finished, it’s usually just a matter of time before it springs back to life.

The major U.S. stock market indexes were up last week. The S&P 500 increased by 5.33%, the NASDAQ Composite was up 7.21%, the Dow Jones Industrial Average gained 3.50%, and the Russell 2000 small-capitalization index rose 4.51%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 rose 5.33%, the NASDAQ Composite gained 7.21%, and the Dow Jones Industrial Average increased by 3.50%.

Last week, the gold spot price decreased by 3.65% and the U.S. Dollar Index went up 0.75%. The Gold Bullion Strategy Fund (QGLDX) fell 4.27% for the week.

Faith-based investing has seen significant growth in recent years, driven by investors seeking to align their financial decisions with their religious and ethical values.

The major market indexes finished mostly down last week. The Dow Jones Industrial Average lost 0.16%, the NASDAQ Composite fell 0.27%, and the S&P 500 Index declined by 0.47%.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 was down 0.45%, the NASDAQ Composite fell 0.26%, and the Dow Jones Industrial Average lost 0.14%.

Last week, the gold spot price gained 2.61% and the U.S. Dollar Index went up 0.31%. The Gold Bullion Strategy Fund (QGLDX) rose 3.07% for the week.

In a market environment where trends are shifting quickly and uncertainty remains elevated, it’s no surprise that more investors looking for ways to navigate the chaos are asking me about active management.

Equity markets rallied last week, extending a nine-day winning streak—the longest since April 2009. The S&P 500 rose 2.94%, the NASDAQ Composite rose 3.43%, the Dow Jones Industrial Average advanced 3.00%, and the small-cap Russell 2000 added 3.24%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 gained 2.94%, the NASDAQ Composite rose 3.43%, and the Dow Jones Industrial Average increased by 3%.

Last week, the gold spot price fell 2.39% and the U.S. Dollar Index rose 0.56%. The Gold Bullion Strategy Fund (QGLDX) decreased by 2.25% for the week.

Markets have a way of reminding us that smooth sailing isn’t always the norm. We’ve recently seen one of those reminders.

The first quarter of 2025 took investors on a roller-coaster ride, marked by sharp reversals and heightened uncertainty.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 increased by 4.60%, the NASDAQ Composite gained 6.74%, and the Dow Jones Industrial Average rose 2.52%.

Last week, the gold spot price went down 0.21% and the U.S. Dollar Index gained 0.1%. The Gold Bullion Strategy Fund (QGLDX) fell 0.47% for the week.

In March, 94 exchange-traded products (“ETPs”) were added to the ETF Deathwatch list and 39 were removed, bringing the total to 765 ETPs.

In Michigan, the seasons change fairly predictably—spring, summer, autumn, and winter. But in the markets, the only predictable season right now is volatility.

The major U.S. stock market indexes were mostly down last week. The Russell 2000 returned 1.11%, the S&P 500 returned -1.49%, the NASDAQ Composite returned -2.62%, and the Dow returned -2.66%.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 went down 1.49%, the NASDAQ Composite decreased by 2.62%, and the Dow Jones Industrial Average lost 2.66%.

Last week, the gold spot price gained 2.76% and the U.S. Dollar Index went down 0.73%. The Gold Bullion Strategy Fund (QGLDX) increased by 2.7% for the week.

With economic and market uncertainty a prevailing theme this year, it’s fitting that April 2025 marks the 22nd anniversary of National Financial Literacy Month—“a time dedicated to promoting financial education and empowerment,” notes Money Fit.

The major U.S. stock market indexes were up last week. The S&P 500 increased by 5.73%, the NASDAQ Composite was up 7.30%, the Dow Jones Industrial Average gained 4.97%, and the Russell 2000 small-capitalization index rose 1.83%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 rose 5.73%, the NASDAQ Composite was up by 7.30%, and the Dow Jones Industrial Average went up by 4.97%.

Last week, the gold spot price gained 6.56% and the U.S. Dollar Index lost 2.84%. The Gold Bullion Strategy Fund (QGLDX) was up by 6.35% for the week.

Have you ever found a forgotten sandwich in the back of your fridge? Although it began as a delicious creation, over time, it transformed into something ... well, let’s say it wouldn’t make the cut on any cooking show.

Equity markets broadly retreated last week. The S&P 500 fell 9.05%, the NASDAQ Composite lost 9.99%, the Dow Jones Industrial Average declined by 7.82%, and the small-cap Russell 2000 dropped 9.64%.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 fell 9.05%, the NASDAQ Composite decreased by 9.99%, and the Dow Jones Industrial Average lost 7.82%.

Last week, the gold spot price went down 1.52% and the U.S. Dollar Index fell 0.98%. The Gold Bullion Strategy Fund (QGLDX) lost 1.77% for the week

In 2019, my wife, Abby, and I spent a few weeks in England, taking in many of its historical landmarks: Buckingham Palace, the Tower of London, and the National Gallery.

The major U.S. stock market indexes were down last week. The Dow returned -0.96%, the S&P 500 returned -1.52%, the Russell 2000 returned -1.62%, and the NASDAQ Composite returned -2.59%.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 lost 1.52%, the NASDAQ Composite was down 2.59%, and the Dow Jones Industrial Average was down 0.96%.

Last week, the gold spot price rose 2.08% and the U.S. Dollar Index fell 0.04%. The Gold Bullion Strategy Fund (QGLDX) increased by 2.01% for the week.

In February, 174 exchange-traded products (“ETPs”) were added to the ETF Deathwatch list and 37 were removed, bringing the total up to 701 ETPs.

Extreme weather can take many forms—powerful storms, earthquakes, tornadoes. One moment, stability seems certain; the next, nature reminds us of its unpredictability.

The major U.S. stock market indexes were up last week. The S&P 500 increased by 0.53%, the NASDAQ Composite was up 0.18%, the Dow Jones Industrial Average gained 1.21%, and the Russell 2000 small-capitalization index rose 0.65%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 went up 0.53%, the NASDAQ Composite gained 0.18%, and the Dow Jones Industrial Average went up 1.21%.