Blog
We are always engaged in financial research and we periodically present our findings to our clients.
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,...
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,...
Why Bonds Present Opportunities in This Market Environment
Interest rates are fluctuating as investors adjust their expectations around economic growth, Federal Reserve rate moves, and the Trump administration’s policies. The...
7 Ways the Presidential Inauguration Affects Investors
President Trump’s inauguration marks a significant political shift amid market and economic uncertainty. The stock market had rallied as much as 5.3% with dividends in the...
Market Perspectives After a Nervous Start to 2025
The stock market has struggled in recent weeks as concerns have grown around interest rates, market valuations, the direction of the economy, and more. Since the market peak...
2025 Investment Guide: 5 Key Points for a Balanced Portfolio
Just like the famous writer Balzac once said, "our worst misfortunes never happen, and most miseries lie in anticipation." This perfectly describes what happened in 2024....
3 Reasons Investors Can Be Thankful This Holiday Season
After a historic year, investors have much to be thankful for this holiday season. Despite periods of uncertainty around the Federal Reserve, the presidential election, and...