News
Don’t Let Headlines Drive Your Investment Decisions
Markets Continue To Climb Despite Headlines If you only followed the news over the past few months, you might assume the stock market had a difficult summer. Investors have had plenty to worry about. There are rising tensions in the Middle East, higher oil prices, persistent inflation concerns, and ongoing questions about whether the billions […]
Read More....Mid-Year Financial Check-In: 5 Smart Moves to Make Before Summer
As summer approaches and schedules begin to fill with vacations, family events, and changing routines, May can serve as an excellent time to pause and revisit your financial picture. While year-end often gets most of the attention, a mid-year financial check-in can be just as valuable when it comes to staying aligned with your long-term […]
Read More....April Market Update – Markets, Headlines and Perspective
With March headlines dominated by geopolitical tensions and recent U.S. military actions, investors are once again asking a familiar question: What does this mean for April markets? Research from Nasdaq Dorsey Wright provides helpful historical context. While the headlines can feel unsettling, the data tells a more measured story. Short-Term Volatility, Not Long-Term Damage Markets […]
Read More....What Does a Kevin Warsh Led Fed Mean for Markets?
It has been a busy start to the month of February. Other than the historic volatility in gold and silver prices, the biggest news for markets in January may have been the nomination of Kevin Warsh as the next Federal Reserve (Fed) Chair. We anticipate a Warsh-led Fed will be able to steer the Federal […]
Read More....Reflections on 2025 Market Performance
As we settle into a new year here in our community, it feels like a natural moment to pause and reflect. Conversations with clients and neighbors over the past year reminded us how much the markets—and the world around them—can change, and how important perspective and steady guidance remain through it all. Looking back on […]
Read More....Five Things Investors Should Consider Before Year-End
As the year winds down, many investors use the final weeks to review their financial picture and make thoughtful adjustments. While everyone’s situation is different, there are a few broad considerations that may help you approach year-end with clarity and confidence. Below are five key areas worth evaluating before the calendar turns to January. 1. […]
Read More....A Thanksgiving Investment Outlook: Gratitude, Growth, and Staying the Course
As we gather around the Thanksgiving table this year, investors have more than just turkey and pumpkin pie to be thankful for. The financial landscape heading into the final stretch of 2025 offers a welcome mix of resilience and opportunity — and a few reasons to stay optimistic as we look toward the year ahead. […]
Read More....October Market Update: No Need To Fear The Government Shutdown Boogeyman
This October, some investors are feeling spooked by the continued government shutdown that began on October 1st. But while headlines may feel like something out of a horror movie, history suggests that these budget standoffs are usually more scare than substance. Most government shutdowns are short-lived and have minimal sustained impact on the economy or […]
Read More....September Market & Economic Recap
As summer winds down, the financial world remains focused primarily on the Federal Reserve (Fed). At last month’s Jackson Hole Economic Symposium, Fed Chair Jerome Powell signaled the Fed seems ready to cut interest rates later this month amid a slowing labor market and inflation risks poised to recede. Markets responded to the Fed’s message […]
Read More....Your Early August Market & Economic Recap
The last few days of July and the beginning of August have brought a flurry of key economic data, central bank activity, company earnings results, and tariff news. Here are some takeaways from the week of July 28: Slowing U.S. economy Second-quarter gross domestic product grew at a 3% annualized rate, though much of the […]
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