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.
Playing Offense and Defense in Challenging Markets
In sports as well as investing, a winning strategy requires a combination of both offense and defense, especially in challenging markets.
Last Week on Wall Street: Tariff Panic [Apr. 7-2025] – Video
Panic set in as stocks fell broadly last week as domestic and foreign markets reacted to the White House’s tariffs.
Rough Week… the Market is Tempting You
The market is tempting you to make the classic mistake: thinking it’s different this time, causing you to derail your long-term financial plan and investment strategy.
Special Update: Reciprocal Tariffs and the Market Reaction
On April 2, President Trump announced new tariffs on nearly all major trading partners. The market is selling off – let’s tackle this head-on.
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.”
The Trade War Groundhog Day
With the stock market back near correction territory due to tariff concerns, some investors may feel as if the market is stuck in a “Groundhog Day” loop.
Last Week on Wall Street: Tariffs Reaction [Mar. 31-2025]
Stocks moved lower last week as investors swung from exuberance to disappointment on news over tariffs and inflation.
Fed’s Rate Pause | What it Means for You
So far in 2025, the Fed has kept policy rates unchanged – why is the Fed on hold and how does it affect long-term investors?
