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?

Last Week on Wall Street: Fed Happy Talk? [Mar. 24-2025] – Video

Stocks notched a solid gain last week as upbeat comments from the Fed helped stocks snap their four-week losing streak.

Bearish Sentiment

Many investors seem to be pessimistic about the direction of the market. If history is any indicator though, that may be a bad time to get out of stocks.

Consumer Pessimism and Economic Risk

Consumers are the backbone of the U.S. economy, with consumer spending making up more than two-thirds of annual GDP.

Last Week on Wall Street: Rough Week, Friday Rally [Mar. 17-2025]

Investors endured another volatile, whipsaw week as ongoing trade talks and White House comments about the economy unsettled investors.

Chart of the Month | Understanding the Current Market Selloff

Stocks started 2025 trading higher but have since pulled back significantly - several factors are contributing to the current market selloff.

Are Recession Fears and Market Sell-Off Overblown?

While recessions are a normal function of an economic cycle, they are infrequent, and market sell-offs rarely lead to prolonged downturns.

The 2025 Stock Market Rotation: What it Means for Investors

As we move through the first quarter of 2025, a significant shift is occurring in the stock market that investors should be aware of.

Special Update: Trade Wars and Market Risk

President Trump recently confirmed tariffs on Canada, Mexico and China, dashing hopes of more extensions or last-minute deals.

Monthly Market Update: The Market Navigates Economic and Policy Uncertainty in February

The focus has now shifted from solid earnings growth and a robust labor market to concerns about slowing economic growth and govt. policies.

Last Week on Wall Street: Tariffs And Volatility [Mar. 3-2025]

Stocks were mixed last week as investor concerns over inflation and trade policy combined to produce another volatile trading week.

Major Update on the Social Security Fairness Act: What You Need to Know [Video]

This new development is a welcome surprise, as the agency has decided to fast-track benefit payments much sooner than originally expected.

Market Pessimism and Staying Invested

This is the most pessimistic investors have felt since late 2023 when some expected the economy to fall into recession.

Last Week on Wall Street: New Indicators Rattle Investors [Feb. 24-2025] – Video

Stocks fell last week as concerns about sticky inflation and the pace of economic growth rattled investors.

Feeling Uneasy About the Market?

News cycles have been dominated by concerns over Big Tech's earnings, trade tensions, and a potential economic slowdown in 2025.

Chart of the Month | 2025 Rate Cut Outlook: What’s Keeping the Fed on Hold?

In recent years, the Federal Reserve carried out one of the fastest rate-hiking campaigns in history to bring inflation down from a multi-decade high.

Tech Sector Underperformance and Concentration Risk

Investor concerns over the recent underperformance of technology stocks have raised questions about the broader stock market.

Bonds Can Present Opportunities in This Market

Even after one of the toughest stretches in bond market history, there are still solid opportunities to be found in fixed income.

Tim Garcia-Prats Earns Certified Investment Management Analyst® Designation!

Our very own Portfolio Manager, Tim Garcia-Prats, has earned the prestigious Certified Investment Management Analyst® (CIMA®) designation!

Last Week on Wall Street: Markets Process Tariffs, New Data [Feb. 10-2025]

Stocks posted modest losses last week as tariff deals, January jobs data, and Q4 corporate reports injected volatility into markets.

The Social Security Fairness Act: Major Changes Explained [Video]

The Social Security Fairness Act has officially been signed into law, marking one of the biggest changes to Social Security in over 40 years.

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