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?

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.

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Monthly Market Update: Stocks Hit New Highs as Market Navigates Shutdown, Fed Policy, & AI Spending

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