Navigating trade policy and capitalize on emerging opportunities The specter of impending tariffs looms once again, raising concerns about global trade, market stability, and economic growth. As investors, it is crucial to determine whether the current administration’s tariff strategy is a high-stakes bargaining tool in trade negotiations or a blunt-force economic instrument poised to reshape industries and supply chains. Tariffs as a Bargaining Chip Historically, tariffs have served as a … [Read more...]
January 2025 Recap
January 2025 Recap … [Read more...]
December: Time to Think About 2025 Resolutions
You and your advisor can transform your 2025 goals into a clear roadmap As the year winds down and the holiday season takes center stage, early December is the perfect time to begin thinking about your year-end resolutions. Starting the process early allows you to reflect thoughtfully on the past year and set meaningful, achievable goals for the year ahead. By giving yourself ample time to brainstorm, refine, and plan, you’re more likely to craft resolutions that truly align with your … [Read more...]
October is National Financial Planning Month
Five unique ways a financial advisor can help you reach your personal goals October is National Financial Planning Month, an important time for individuals and families to focus on their financial well-being. As the year winds down, it's a perfect opportunity to review your finances, create goals for the upcoming year, and ensure that you're on the right track to achieve financial stability. National Financial Planning Month is designed to raise awareness about the benefits of thoughtful, … [Read more...]
A Day That Changed the Financial World Forever
Remembering and reflecting on 9/11 and how that day reshaped the world On September 11, 2001, the world stood still. As news of the terrorist attacks in New York City, Washington D.C., and Pennsylvania unfolded, shockwaves of grief and disbelief reverberated around the globe. Thousands of innocent lives were lost that day, and the emotional scars left on the nation and the world are profound and enduring. However, the ripple effects of 9/11 went beyond the human toll, impacting various sectors … [Read more...]
Investing in You During the Dog Days of August
A perfect time to deepen your financial knowledge and prepare for tomorrow The "Dog Days of August" traditionally refers to the hottest and often most lethargic days of summer. Derived from the period when the star Sirius, known as the "Dog Star," rises with the sun, this time of year has historically been associated with inactivity, particularly in ancient Roman and Greek culture. However, this slower pace offers a perfect opportunity to shift focus from the hustle and bustle of daily life … [Read more...]
The Importance of a Mid-Year Financial Review
It is not just a routine task, but a strategic necessity to align with your goals As we reach the halfway mark of the year, it's a prime opportunity to assess your financial planning goals and review your investment portfolio. This mid-year check-in is essential for ensuring that you stay on track to meet your financial objectives. The economic landscape can shift significantly within a few months, affecting various asset classes differently. Therefore, reassessing your portfolio allows you … [Read more...]
Protect Against a Scorching Market and Weather
Intense summer heat and hot stock market both demand a careful approach As the first days of summer arrive, the nation finds itself in the grip of two concurrent heat waves: one from the atmosphere and one from the financial markets. While an intense heat dome blankets the Midwest and Northeast, driving temperatures to record-breaking highs, the stock market, led by the S&P 500 and NASDAQ, is also experiencing unprecedented surges. The current heat wave and the buoyant stock market share … [Read more...]
Five Planning Strategies for Turbulent Markets
Market turbulence is a challenge, but also an opportunity if faced head-on In times of economic upheaval, the natural reaction for many investors is to react with fear and anxiety. Market volatility can unsettle the most seasoned of investors, but with strategic planning and a calm approach, it's possible to weather the storm and emerge in a stronger position. Whether it's a downturn in the stock market, fluctuating interest rates, or broader economic uncertainty, certain wealth-planning … [Read more...]
Avoid These 5 Things When Markets are Peaking
Tips to navigating stock market peaks from the wise words of Warren Buffett As the saying goes, "what goes up must come down." In the world of investing, this adage holds true, especially during times when stock markets are reaching new peaks. While it's tempting to ride the wave of euphoria and make impulsive decisions, seasoned investors like Warren Buffett advise caution. Here are five things to avoid when stock markets are peaking, along with wisdom from the Oracle of Omaha himself. 1. … [Read more...]