CWM Market Commentary Q3 2025

Market Overview Markets carried their strong momentum from Q2 into Q3, with the S&P 500, NASDAQ, and small-cap stocks each hitting new highs. Investor sentiment remained optimistic despite soft labor market data and mixed economic signals, and stocks traded higher due to strong corporate earnings, the Federal Reserve’s pivot toward rate cuts, and easing trade […]
Market Commentary Q2 2025
CWM Quarterly Commentary Q1 2025
Quarterly Commentary Q4 2024
Quarterly Commentary Q2 2024

Market Overview The topic of interest rate cuts continues to dominate the financial markets. Investors are focused on when the Federal Reserve will lower rates, while also keeping a close eye on corporate earnings. Economists are analyzing inflation and labor market data to determine their impact on the probability and timing of rate cuts. Comments […]
Quarterly Commentary Q1 2024

Market Overview Global equity markets got off to a promising start during the first quarter. While the S&P 500 led all broad market measures, the gains were generally across the board including all styles (growth/value), market capitalizations, and geographical regions. Building on strong performance from the fourth quarter of 2023, the three U.S. large-cap indices […]
Quarterly Commentary

Market Overview As we opened 2023, it had been widely forecast that rising interest rates would lead to a recession sometime in the second half of the year. Afterall, inflation was still well above the Fed’s two-percent target and the markets were coming off a year (2022) of significant equity and fixed income declines. The […]
Quarterly Commentary

Market Overview As the second quarter came to a close and we entered into the third quarter, markets continued their upward trajectory as the S&P 500 rose to its highest level since March 2022. Unfortunately, this trajectory proved unsustainable as rising global bond yields, mixed inflation data, and concerns over a future economic slowdown weighed […]
Chesapeake Wealth Management Celebrates 50 Years of Service

Chesapeake Wealth Management (CWM), a sister company to Chesapeake Bank, marks a milestone anniversary this year. Founded in 1973 as the Northern Neck’s first-ever trust company at Chesapeake National Bank, CWM has evolved over 50 years into a thriving, holistic wealth management company with a dedicated, community-minded team of experienced wealth advisors, portfolio managers and […]