Blog
We are always engaged in financial research and we periodically present our findings to our clients.
What the Fed’s Rate Pause Means for Long-Term Investors
Federal Reserve policy has been a key driver of markets over the past few years. It’s not surprising to investors that changes in policy direction have resulted in market...
Understanding Market Corrections and the Impact of Trade Policy
The financial markets have entered correction territory as trade policy concerns create turbulence, particularly affecting technology shares. The recurring nature of these...
Perspectives on Consumer Pessimism and Economic Risk
Concerns over the economy have intensified, leading to a challenging investment environment. The S&P 500 briefly fell into correction territory recently (a decline of...
Finding Perspective Amid Recession Fears
The stock market has stumbled with the S&P 500 and Nasdaq declining year-to-date.1 While tariffs have garnered the most attention, investors are also concerned about...
Special Update: Trade Wars and Market Risk
Trade headlines continue to weigh on markets as new tariffs go into effect. President Trump recently confirmed tariffs on Canada, Mexico and China, dashing hopes of more...
Retirement Planning Beyond the 4% Rule
Will your savings last as long as your retirement? It's a pressing question that keeps many Americans awake at night - and for good reason. The changing political, economic,...
Monthly Market Update for February 2025: Inflation and Growth Concerns
Monthly Market Update - February 2025 February was a volatile month for stocks. Tech continued the selloff that started in late December, with the Magnificent 7 falling 8.1%...
Market Pessimism and the Importance of Staying Invested
Recent market swings have highlighted a gap between how investors feel and how markets have performed. As the famous Warren Buffett quote suggests, it has often been wise to...
5 Important Tax Considerations for Your Financial Planning
Albert Einstein reportedly once told his accountant, "the hardest thing in the world to understand is income taxes." This observation from the Nobel Prize-winning physicist...
The Market Cycle and Risks to Retirees
Market cycles are a natural part of investing, but deep drawdowns can have a lasting impact on portfolio growth—especially for retirees and those nearing retirement....
Monthly Market Update – January 2025
January marked a positive but volatile start to the year for investors amid market shifts and policy concerns. President Trump returned to the White House and signed dozens...
Special Update: What the DeepSeek Moment Means for Investors
In the 1940s and early 1950s, computers were the size of buildings and used vacuum tubes - large glass tubes that were fragile and consumed enormous amounts of power,...