U.S. Credit Downgrade: Hype vs. Reality
As a follow-up to one of my recent articles on this topic, one of the world’s top credit rating agencies recently made a move no one wanted to see, and the financial media took notice.
Debt, Deficits, and the Moody’s Downgrade
Moody’s recent downgrade of the U.S. credit rating marks an official end to the country’s top-tier debt status.
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.
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.
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.
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.
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.
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.
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.”
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?
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.
