Blog
We are always engaged in financial research and we periodically present our findings to our clients.
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...
How the $36 Trillion National Debt Impacts Investors
The national debt is quickly approaching $36 trillion, according to the U.S. Treasury, a fact that has fueled concerns among investors and economists. This means that the...
How Politics and Markets Impact Your Long-Term Investment Strategy
Following the recent election, financial markets have quickly shifted focus to what comes next. While stocks and cryptocurrencies have jumped higher, it's important to look...
Special Update: President Trump’s Election Victory and Investing
After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half the country, this is a cause for...
Why Interest Rates Are Defying Expectations Amid Fed Cuts, the Election, and More
An important yet counterintuitive issue for investors is that long-term interest rates have risen in recent weeks despite the Fed’s latest cuts. The 10-year U.S. Treasury...
Trump vs. Harris: How the Upcoming Election Impacts Financial Plans
With just days to go until the presidential election on November 5, polls suggest it will be a close race between former President Donald Trump and Vice President Kamala...
How Retirees Can Navigate Cost of Living Challenges
For those in or approaching retirement age, there is nothing more important than building a portfolio that can support a long, fulfilling retirement. Given the difficult...
What the Gold Rally Means for Investors
Although markets have performed well this year, some investors may be nervous about upcoming events such as the presidential election, the Fed’s next rate decision, and the...
5 Insights on the Fed, Election, and Volatility in Q4
As we begin the final quarter of the year, financial markets and the economy have defied the expectations of many investors. Rather than falling into recession, the economy...
What Fed Rate Cuts Mean for Investors- A Deeper Dive
The Federal Reserve's interest rate decisions remain a focal point for markets. While the timing and size of rate cuts are the subject of debate, why the central bank is...
3 Investor Lessons from the Summer’s Market Volatility
As everyone settles into their post-Labor Day routines, it’s a good time for investors to reflect on markets and review their financial plans for the rest of the year....