by Louis Odette | Jan 20, 2026 | Investment Commentary
MARKET RETURNS: Global markets finished the year on a strong note. Foreign stocks led the way, bringing 2025 returns above 30% for both developed and emerging markets. Currency exposure contributed to those results as the U.S. dollar index declined more than -10% in...
by Ann Timoney | Nov 26, 2025 | Investment Commentary
Working with clients over the years, we’ve observed how it’s never too early or too late to learn about effective money practices that can affect various areas of life. Many people never receive a basic introduction to money management, which is why Opes’ Trusted...
by Louis Odette | Oct 20, 2025 | Investment Commentary
MARKET RETURNS: Prices for most assets continued to rally in the third quarter. Emerging markets led global equity gains with a double-digit return and have now taken the year-to-date lead over their developed market peers, which appreciated nearly 4.8% during the...
by opes | Sep 25, 2025 | Investment Commentary
The year 2025 has been, to say the least, “interesting” for the markets. The Opes Wealth Management team, Erin Whalen, Louis Odette, and Mark Duvall, unpack the complexities, from surprising market performance to the lingering impact of tariffs and...
by Louis Odette | Jul 29, 2025 | Investment Commentary
MARKET RETURNS: What a quarter! Global equities ended up posting double-digit gains after an initial sell-off in reaction to “Liberation Day” tariff announcements. The S&P 500 briefly entered bear market[1] territory intraday the following week, then finished at...
by Louis Odette | Jan 3, 2025 | Investment Commentary
The U.S. dollar and stocks have performed strongly in recent years. Still, the principle that “past performance doesn’t guarantee future results” underscores why creating a balanced, diversified investment portfolio is essential in providing resilience against future...
