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 10% or more), while the Nasdaq and major technology stocks have led the downturn. In times like...

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 mixed economic signals including weak consumer confidence, hotter inflation, government worker...

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 extensions or last-minute deals. Additional tariffs are expected in the coming months, including...

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, and market environments can all impact retirement plans. A record number of people...

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 be “fearful when others are greedy and greedy when others are fearful.” While this can...