Category: Market Update
May
29
BNA Wealth Market Report: June 2026
Scott Vezzosi, CFP® Wealth Advisor Markets Continue to Recover The U.S. stock market has staged an impressive recovery this year. The S&P 500 is now up roughly 9% year-to-date after being down nearly 8% just two months ago. While the ceasefire with Iran helped calm investors and sparked the rebound, another round of consistently solid […]
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May
04
BNA Wealth Market Report: May 2026
Scott Vezzosi, CFP® Wealth Advisor Markets have rebounded from their March lows and are now positive for the year. Ongoing tensions involving Iran have dominated recent headlines, and we believe it is prudent to expect continued market volatility in the near term. What we’re watching: While the United States is a net exporter of oil […]
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Apr
03
BNA Wealth Market Report: April 2026
Daniel Hudspeth, CFP® │ Wealth Advisor Markets continue to navigate a mixed backdrop as we close out the quarter. Looking ahead, investor focus will likely remain on: The trajectory of inflation Signals from the Federal Reserve The overall pace of economic growth While volatility persists due to geopolitical factors and tighter financial conditions—the broader economic […]
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Nov
03
BNA Wealth Market Report: October 2025
Gavin Gochnour, CFP® │ Wealth Advisor Market Summary October brought a mix of encouraging economic data, cautious optimism from the Federal Reserve, and the return of some familiar headlines from Washington. Despite the noise, markets continued to show resilience and steady performance throughout the month. S&P500: +2.27% NASDAQ: +4.7% Dow Jones: +2.51% The Fed’s October […]
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Aug
04
BNA Wealth Market Report: July 2025
Joe Zarzycki CIMA® Managing Director │Institutional Wealth The Federal Reserve made it clear that rate cuts are not part of its summer vacation plans. Here’s your lighthearted, yet informed breakdown of what happened and what’s next. Markets stayed in rally mode through July, except the Dow Jones, which apparently decided to take a summer vacation. […]
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Jul
23
BNA Wealth Market Report: June 2025
Joe Zarzycki CIMA® Managing Director │Institutional Wealth After a bumpy start to the year, markets made a powerful comeback in the second quarter of 2025. Stocks surged, inflation cooled slightly, and the economy showed signs of resilience—despite ongoing concerns around trade policy and interest rates. Here’s what you need to know: Markets Reached New Highs […]
