Your personalized Web Portal is a fully secure, central location where you can:
Know someone looking for a fresh perspective to their financial future? Send them a personalized note for a complimentary consultation with us.
As we move into the second half of 2025, markets are contending with a mix of geopolitical tensions, shifting trade dynamics, and slower U.S. economic growth. Tariffs and trade negotiations with countries like China, India, and the U.K. continue to dominate headlines, and the resulting uncertainty has added a layer of volatility to global markets.…
Market Update: Q1 2025 With Q1 2025 now behind us, markets have navigated a shifting terrain of opportunities and uncertainties, driven by a new Trump administration’s push for tariffs, tax cuts, and deregulation. We are witnessing a significant global economic transition, marked by a new U.S. administration under President Trump, which has launched initiatives including…
Market Rundown 2024 As we close out 2024, markets reflect a year of profound global and economic shifts. The inauguration of a new U.S. president has introduced policy shifts to address persistent economic challenges, such as inflation control, infrastructure investment, and energy transition. These efforts are expected to shape domestic markets and influence global trade…
Market Rundown Q3 2024 As we approach the final stretch of 2024, the crispness of fall sets in, leaves drift to the ground, and daylight fades a little earlier each day—definitely a shift in mood. While the cool air marks the season’s change, one reassuring constant remains: the markets continue to show resilience and growth.…
Over the past few decades, the investment landscape has been characterized by declining interest rates, low inflation, and globalization. However, this is now changing. Interest rates are at a 23-year high, inflation remains elevated, and globalization is facing headwinds. Additionally, geopolitical tensions have increased. And despite the highest Federal Reserve policy rate in 23 years,…
Market Expectations: Investors are keenly observing the Federal Reserve’s actions amid concerns about rising inflation. Historically, the Fed has responded to inflation by adjusting interest rates, and many anticipate a similar move in 2024. However, the Fed’s decisions are influenced by a range of economic indicators, including employment numbers and GDP growth, not just inflation…
As we enter the new year there are a lot of mixed feelings on where the direction of the economy may go, but one thing we believe is for certain, there is a lot to look forward to. When we look back at 2023, it was an interesting year. We had banks collapse, recession fears,…
The world has changed a lot over the last eighty years. The way we function as a society will continue to change until the end of time. Every year, we have become more and more efficient as people and as a society. We will only continue to become more and more efficient with our time…
Uncertainty is all we have felt over the last 18-24 months. Many questions continue to arise as the trajectory of the economy is still up in the air. Is the idea that the economy will fall into a recession fading? Will there be a soft landing? There are plenty of questions we find ourselves asking,…
On Wednesday, June 20th at 10 a.m., Chairman of the Board of Governors of the Federal Reserve System, Jerome Powell, gave his Semiannual Monetary Policy Report to Congress. The main question viewers sought was, will there be more rate hikes this year? The short answer is not yet. Over the course of the last year…