Quarterly Webinar: Q3 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 3rd quarter of 2025.
What the “One Big Beautiful Bill” Means for Investors
This bill matters because, while trade policy has been at the forefront over the past several months, tax and spending policy in Washington has been a growing source of uncertainty for many years.
Social Security Taxes and the “One Big Beautiful Bill”
One part of the One Big Beautiful Bill that did not come into fruition was the elimination of taxes on Social Security benefits.
Should You Fear Market All-Time Highs?
Investing at all-time highs has actually produced solid results, often not far off from investing at any random time.
A Weakening Dollar: Should You Worry?
The dollar has weakened in recent months amid trade and economic uncertainty, declining against a basket of major currencies to its lowest level in three years.
Beyond the S&P 500: Opportunities for Diversification
While the S&P 500 and Dow remain important benchmarks, investors should consider the benefits of diversifying across many other parts of the market, including smaller companies and international stocks.
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.
