Blog
We are always engaged in financial research and we periodically present our findings to our clients.
The Bigger Picture on U.S. and China Tensions
Trade tensions between the United States and China have escalated in recent weeks, with both countries implementing unprecedented tariff increases. For the moment, the U.S....
The Importance of Offense and Defense in Challenging Markets
Concerns that a trade war will lead to a recession have spread around the globe. The possibility of retaliatory tariffs is on investors’ minds, with China responding with...
Special Update: Reciprocal Tariffs and the Market Reaction
On April 2, President Trump announced new tariffs on nearly all major trading partners. These tariffs are “reciprocal” in that they correspond to tariffs each country...
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...