Posts by Ben Bishop
Market Commentary: Bird’s Eye View—Fall Update, 2025
U.S. equities extended their gains in Q3 2025, with large-cap growth stocks leading and long-awaited participation from small caps. International markets also performed well, while U.S. interest rates moved lower following the Federal Reserve’s quarter-point rate cut. In this six-minute video, Frank J. Esposito, CFA, Managing Partner at EverNest, discusses valuations, risks, and how we’re…
Read MoreMarket Commentary: Bird’s Eye View for the Second Half of 2025
Equity market leadership shifted in Q2 2025 as large-cap growth stocks regained strength and international equities continued to perform well. In this five-minute video update, Frank J. Esposito, CFA, Managing Partner at EverNest, reviews key market drivers and risks. Topics include: Valuations & concentration. U.S. stocks now trade near 30-year valuation highs, and the top…
Read MoreClient Service Team Video Update
Here’s a video update from Niki Woodworth, Managing Partner, about our client service team—including some new faces to introduce.
Read MoreEverNest Opens Office in Chicago Area
EverNest Financial Advisors is pleased to announce the opening of a new office in downtown St. Charles, Illinois—a western suburb of Chicago. The office is led by Justin Peacock, CFP®, managing director. “Justin’s arrival at EverNest is a watershed moment for us,” said Frank Esposito, CFA, managing partner. “I’ve known Justin for 25 years. When…
Read MoreMarket Commentary: Bird’s Eye View for Q2 2025
Leadership shifted dramatically in the equity markets during Q1 as large-cap growth stocks stumbled and international markets demonstrated remarkable strength. In this eight-minute video, Frank J. Esposito, CFA, Managing Partner at EverNest examines this pivotal market rotation against a backdrop of increasing economic concerns, policy uncertainty, and evolving investment opportunities both domestically and abroad.…
Read MoreMarket Commentary: Bird’s Eye View for 2025
Last year became the second straight year with 20%+ gains for U.S. stocks—once again led by large-cap growth stocks. This Bird’s Eye View video puts that into historical context and asks what history suggests we might expect for 2025. Other key themes include: High stock-market valuations and forward-looking earnings considerations point to a near-zero equity…
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