News
Stocks are Heating Up in July
As Americans get their grills and beach chairs ready for the July 4th holiday, the stock market and the weather across much of the country have both been on continuing to heat up. Stocks and bonds continue to effectively navigate a complex policy landscape shaped by evolving trade dynamics, geopolitical tensions, and fiscal stimulus. The […]
Read More....Tariffs Bring April Showers
As you have probably seen in the news, President Trump has announced new tariffs on nearly all major trading partners. These tariffs are “reciprocal,” on top of previously announced duties, and could have possible effects on the economy and investment markets. In light of this, I wanted to share a factual and politically neutral perspective […]
Read More....Navigating Market Volatility: Frequently Asked Questions
U.S. equity markets officially entered correction territory last month for the first time in 344 trading days. Tariff uncertainty feeding into economic growth concerns has been the primary catalyst behind the risk-off rotation. The 10% drop over the last month has been swift and painful, especially given that the selling pressure started from a fresh […]
Read More....February is for the Birds!
It’s February and the Philadelphia Eagles heading to the Superbowl aren’t the only newsworthy events happening so far. The new month brings two major market-moving stories for investors to digest. First is the advances in artificial intelligence (AI) by Chinese startup DeepSeek. It has caused some investors to question America’s lead in the AI race […]
Read More....Investing in 2025: Market Factors to Consider
Looking back on 2024, it clearly echoed many of the themes from 2023. There were brief economic growth scares along the way, but the broader economy continued to defy expectations to the upside. Stocks continued their strong performance, and the S&P 500 recorded its second consecutive year of 20% plus returns. After the election, the […]
Read More....Year-End Financial Checklist: What Every Investor Should Consider
Do you have a Year-End Financial Checklist? As the year winds down and the holiday season kicks into full swing, it’s the perfect time for investors to reflect on their financial strategies and ensure they’re on track for the year ahead. While festivities take center stage, don’t let your investment planning fall by the wayside. […]
Read More....November Market Update: Election Results Affect The Markets
Yesterday, Donald Trump was elected the 47th president of the United States, defeating Vice President Kamala Harris thanks to strong performance in key swing states that gave him 277 electoral votes to 224 for Harris (according to The Associated Press, while five states have yet to be called). The gains at the top of the […]
Read More....October Market Update: Rate Cuts and Bull Markets
Finally! For the first time in more than four years, on September 18, the Federal Reserve (Fed) cut interest rates. While the debate over how big the cut would be was settled (a half point, not a quarter), questions about where the Fed will go from here and what it might mean for the economy […]
Read More....September Market Update: Markets Pass Major Tests
With fall upon us and students back in classrooms, it seems like a good time to reflect on the various tests that the U.S. economy and stock market have passed recently. When the economy and markets are tested, the foundation for future growth and capital appreciation gets stronger. The Federal Reserve (Fed) engineered one of […]
Read More....Market Volatility Increases Going Into August
Temperatures are not the only thing rising as we head into the last days of summer. Investors have experienced heightened volatility over the past few weeks. The current landscape of the financial markets has been marked by increased volatility and a rise in outside trading days, creating a dynamic environment for investors. Outside trading days, […]
Read More....
