Special Update: What U.S.-China Trade Progress Means for Investors
The recent trade announcement between the U.S. and China reverses many of the tariffs that rattled financial markets beginning in April.
Last Week on Wall Street: Fed Talk Calms Volatility [May. 12-2025]
Stocks were mixed last week as volatility dropped despite ongoing trade concerns and the Federal Reserve’s update on short-term rates.
Monthly Market Update: Rising Policy Uncertainty Leads to Increased Market Volatility
Explore how rising policy uncertainty leads to increased market volatility in the latest Monthly Market Update.
Lessons from Warren Buffett for Today’s Investors
Find out how lessons from Warren Buffett for today’s investors can guide your financial journey with patience and long-term vision.
Last Week on Wall Street: Longest Winning Streak in 20 Years [May 5-2025]
Last week on Wall Street marked the longest winning streak in 20 years. Discover how trade comments and reports fueled growth.
Top Client Questions: Negative Q1 GDP and Recession Concerns
Explore top client questions about negative Q1 GDP and recession concerns, and understand the economic impact of tariffs.
Last Week on Wall Street: Positive Trade Talk Spurs Market Rally [Apr. 28-2025] – Video
Stocks pushed higher last week, spurred by the White House’s reassuring comments that progress was being made with trade talks.
Is The Market Recovery Here? Historical Perspective.
Over the past two months, markets have fallen sharply. However, we’ve also seen a significant recovery over the past few weeks.
Bond Volatility and the Battle Over Fed Policy
For bond investors, especially those who rely on their portfolios for income, the current environment may present both challenges and opportunities for their financial plans.
Last Week on Wall Street: Market Slips as Q1 Reports Arrive [April. 21-2025]
U.S. stocks slipped over the shortened trading week as Q1 corporate earnings reports started to roll in.
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.
1st Quarter 2025 Market and Economic Review
Stocks fell in the first quarter after two consecutive years of gains exceeding +20%. The year started off strong, with the S&P 500 reaching a new all-time high in mid-February.
Last Week on Wall Street: Tariffs Paused, Stocks Rocket
Stocks rallied on Monday after a report surfaced that the administration was considering a 90-day pause on tariffs.
This Isn’t the First Crisis. It Won’t Be the Last. And That’s Okay.
If you’re feeling uneasy about the markets right now, you’re not alone. I’d be lying if I said this is easy.
Quarterly Webinar: Q2 2025 Market and Economic Themes
Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 2nd quarter of 2025.
