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Market Commentary: Bird’s Eye View—Spring Update, 2026
U.S. equities faced a challenging start to 2026, with the S&P 500 down nearly 5% in Q1. Large-cap growth stocks declined more sharply, while value and small-cap stocks posted modest gains. Meanwhile, rising Treasury yields and renewed inflation concerns added pressure across markets. In this five-minute video, Frank J. Esposito, CFA, Managing Partner at EverNest,…
Read MoreEverNest Advisor Joshua Johnson Earns CFP® Credential
EverNest is pleased to announce that Vice President and Financial Advisor Joshua Johnson has earned the CFP® credential this month. “Joshua was well on his way to his CFP® when he joined us a year and a half ago, and I’m deeply proud of how he has continued to advance in his knowledge and service…
Read MoreMarket 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…
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