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What Debt, Deficits, and the Moody’s Downgrade Mean for Investors

May 21, 2025 | Investing, Investment Planning, Markets, Risk Management

Moody’s recent downgrade of the U.S. credit rating marks an official end to the country’s top-tier debt status. Following Fitch’s downgrade in 2023 and Standard & Poor’s move in 2011, Moody’s decision to lower the rating from Aaa to Aa1...

Special Update: What U.S.-China Trade Progress Means for Investors

May 13, 2025 | Investing, Investment Planning, Markets

The recent trade announcement between the U.S. and China reverses many of the tariffs that rattled financial markets beginning in April. This agreement, which lasts 90 days, lowers U.S. tariff rates on China from 145% to 30%, and China’s rates on U.S. goods to 10%....

Monthly Market Update for April 2025: Lessons After a Historic Month

Apr 25, 2025 | Investing, Investment Planning, Markets

April was one of the most volatile months in history as markets reacted to new tariff announcements. However, even though the S&P 500 fell as much as 12% during the month, the index rebounded and closed within one percent of where it started. Recent data also...

The Bigger Picture on U.S. and China Tensions

Apr 16, 2025 | Investing, Investment Planning, Markets

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. has raised tariffs on Chinese goods to 145%, while China has countered with 125% tariffs on...

The Importance of Offense and Defense in Challenging Markets

Apr 8, 2025 | Investing, Investment Planning, 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 counter-tariffs, increasing the odds of a worst-case trade war scenario. Markets in Asia and...

Special Update: Reciprocal Tariffs and the Market Reaction

Apr 5, 2025 | Investing, Investment Planning, Markets

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 imposes on U.S. goods and are on top of previously announced duties. The average tariff rate across...
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Recent Posts

  • What Debt, Deficits, and the Moody’s Downgrade Mean for Investors
  • Planning for Rising Health Care Costs and the Role of HSAs
  • Special Update: What U.S.-China Trade Progress Means for Investors
  • Lessons from Warren Buffett for Today’s Market
  • Understanding Consumer Debt in a Two-Speed Economy
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The Financial Advisors at Vantedge Wealth Management are registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Vantedge Wealth Management, a registered investment advisor. Integrated Financial Partners and Vantedge Wealth Management are separate entities from LPL financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, ME, MA, NY, OH, OR, TN, TX, WA.

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