Third Consecutive Banner Year Ends on Uneven Ground into 2026
The fourth quarter of 2025 closed out a remarkable year for US equities, marking the third consecutive year of double-digit gains for major large-cap indices. The S&P 500 advanced +2.7% in Q4 (‘SPY’ ETF Proxy), finishing the year up nearly +18%, supported by resilient corporate earnings, persistent enthusiasm for artificial intelligence (AI), and a Federal […]
Markets Rise on Trade Deals, Strong Earnings & Falling Rates
The third quarter of 2025 delivered another strong performance for US financial markets, with major stock indices extending their year-to-date rally to new all-time highs supported by solid economic growth, stable inflation, fiscal stimulus, and the Federal Reserve’s start of a rate-cutting cycle. These factors drove the Vanguard Total Stock Index (‘VTI’ ETF Proxy) to […]
Markets Push Aside Headline Risks in the First Half
Market volatility spiked in the second quarter as the S&P 500 dropped sharply in early April following the announcement of sweeping reciprocal tariffs. However, those losses were slowly and steadily recouped over the remainder of the quarter as initial tariff rates were reduced, and while economic growth proved resilient and inflation remained low, allowing US […]
Markets Sour on US Tariff Policy Uncertainty in the First Quarter of 2025
The first quarter of 2025 brought significant volatility to markets driven by competitive AI advances overseas, and uncertainty surrounding US trade and tariff policies. The major indices posted moderate declines, marking their worst performances since Q3 2022. While a post-inauguration rally initially pushed the S&P 500 index to all-time highs in late February when President […]
Solid Growth & Rate Cuts Power Stocks to a Historic Return in 2024
The S&P 500 rose to an all-time high in the fourth quarter, extending 2024 gains as election results raised expectations for pro-growth policies, the economy remained on solid footing, and the Fed continued to cut interest rates. The S&P 500 logged a modestly positive return for the quarter, and an annual return greater than 20% […]
Introducing Mark Taylan
Mark Taylan specializes in assisting high net worth families with their investment planning needs in and around the California Bay Area. He has worked with CA360 since 2018, and has practiced as a licensed investment advisor since 2002. Mark’s offices are located in Morgan Hill, California. Learn more about Mark and CA360 below: Individualized Planning […]
Introducing Greg Syler
Greg Syler is a Compliance Consultant with over 25 years of experience in the Financial Services industry. He has worked for large broker dealers and Registered Investment Advisors. He has held positions including Operations Manager, Compliance Manager and Chief Compliance Officer. He has held industry licenses including the series-7,9,10,63 and 66. He earned his Bachelor […]
Introducing Jeff Pietsch
Jeff Pietsch, CFA is a Registered Investment Adviser Representative in the States of Washington, California, Colorado, Michigan, Massachusetts, Louisiana and Texas, who has worked in the active and alternative investment industry since 2001. He is the founder and Managing Director of Capital Advisors 360, LLC (CA360). Prior to forming the firm, he managed his own […]
Introducing Rob Hanna
In November of 2019 I decided to join my long-time friend Jeff Pietsch and become a part of Capital Advisors 360, LLC. Here’s why. I first began trading full-time in 2001. During the late 90s I was a part-time trader while working a full-time sales job. But sales was not my passion. And the better […]