Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. So please keep checking in. We’re glad to have you reading along.
AI Bubble Concerns and the AI Investment Cycle
Artificial intelligence has become one of the most widely discussed themes in markets. Throughout 2025, AI-related stocks have performed exceptionally well. However, many of the most prominent AI-linked companies have recently met...
Read MoreValuations and Earnings in Focus
After five consecutive months of positive returns, investors are beginning the fourth quarter with a healthy dose of optimism and a fair amount of debate. The past five months have delivered strong equity performance, with the S&P 500...
Read MoreCan Markets Continue to Rally?
This update follows our previous note, Markets Continue to Climb a Wall of Worry. Despite headlines dominated by tariffs, slowing global growth, political risks, and uncertainty around inflation and interest rates, U.S. equity markets...
Read MoreMarkets Climb the Wall of Worry
In early April, we wrote about the sharp market volatility triggered by the announcement of sweeping new tariffs from the Trump administration. At the time, we outlined key risks and four areas we were closely watching to gauge whether...
Read MoreTariffs and Volatility
Markets are digesting a major policy surprise following the announcement of sweeping new tariffs from the Trump administration. With global equities pulling back and volatility spiking, it’s important to take a step back and understand...
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Market Update - Managing Volatility and Long-Term Investing
After a strong start to the year, markets have recently taken a pause. The S&P 500 has recently pulled back just over 10% from its all-time high, officially entering correction territory — a normal part of long-term investing. This...
Read MoreLooking into 2025: Key Market Thoughts and Perspectives
The S&P 500 finished 2024 up over 23%, marking the second consecutive year of returns above 20%. A figure well above expectations and a testament to the resilience of equities. This impressive performance raises the question: Can this...
Read More2024 Tax Planning: 8 Key Tips to Consider Before Year-End
As we approach the end of the year, tax season is quickly coming into focus. While our blog posts generally focus on market trends and investment strategies, we’re shifting gears to share actionable year-end tax planning insights to...
Read MoreNavigating the Election: Staying Focused on Market Fundamentals
As the upcoming election season enters the final stretch, it’s easy to get caught up in the emotions surrounding the candidates and outcomes. Election season often brings uncertainty, and it's natural to wonder what impact a new...
Read MoreRate Cuts and Market Trends: The Impact of the Current Rate Cut Through a Historical Lens
Recently, Federal Reserve Chairman Jerome Powell and the Federal Open Market Committee decided to cut interest rates by 50 basis points. This move marks a significant shift in policy following a historic cycle of rate hikes aimed at...
Read MoreElection Season Volatility: What History Tells Us and What We're Seeing in 2024
As we enter the fall of 2024, markets are already showing signs of the volatility often associated with presidential election years. Historically, election years have brought heightened uncertainty as investors digest potential policy...
Read MoreMaking Sense of the Market Volatility: Staying Focused on Long-Term Goals
The first half of the year saw the market on a generally positive trajectory, with the S&P 500 reaching a peak on July 16th, up approximately 18.5% for the year. However, since that high, the market has faced significant volatility,...
Read MoreIs Now the Time for Small Caps?
Many strategists have predicted small-cap stocks would be top performers in 2024 after seven straight years of underperforming large caps. However, as of the end of second quarter of 2024, the momentum in small caps has yet to fully...
Read MoreThe Power of Patience in Long-Term Investing
As a financial advisor, one of the most common concerns I hear from clients is the fear of market volatility and potential losses. It’s a valid concern, especially when headlines often highlight the latest market downturns. However,...
Read MoreDebt: An Obstacle to Achieving Financial Freedom
Financial freedom is a goal many of us strive for, but debt often stands in the way. Morgan Housel, in his blog post "How I Think About Debt," provides an interesting perspective on how debt impacts personal and financial resilience....
Read MoreSell in May or Stay Invested?
As May rolls around, so does the age-old adage to “Sell in May and Go Away.” This adage suggests selling stocks or equity holdings in May and staying out of the market until around October, reflecting a seasonal strategy often...
Read MoreCorporate Earnings and Stock Performance
The consensus economic outlook for 2023 is gloomy with predications of a recession within the next 12-months almost unanimous. What does that mean for corporate earnings and stock market performance.
Read MoreMarket Bottom or Bear Market Rally?
The Dow Industrial Index had an exceptional October posting its best monthly return in 46 years. Will the strong October performance and historical seasonal tailwinds confirm a market bottom or is this just another bear market rally?
Read MoreAre we on the verge of another housing collapse?
After two great years of gains, the housing market is starting to show signs of exhaustion. In this blog post we look at few charts and data points to see how the current housing market compares to housing collapse in the 2000s.
Read MoreCan the Federal Reserve claim victory over inflation?
The Federal Reserve has undertaken an aggressive strategy to curb record high inflation. Some inflation components are beginning to show signs of easing. Can the Federal Reserve breathe a sigh of relief, or does it still have work to do?
Read MoreAre we in a Recession?
This blog post looks into the definition of a recession, how it is determined and what current market data may be indicating about the direction of the economy.
Read MoreSuper-Size your Roth with After-Tax 401(k) Contributions
Making after-tax contributions in a Defined Contribution Plan can be a great strategy for 401(k) participants to fund a Roth account.
Read MoreWhat’s Driving the Conversation on Inflation
Inflation has become a popular topic as a great deal of debate has been devoted to expansionary economic policies and its impact on the price of goods and services. Some pundits argue current fiscal and monetary policy could lead to...
Read MoreCash Balance Plans Can Help Mitigate Higher Tax Liabilities
Given the current economic environment and federal tax proposals, we expect Cash Balance Plans to become more popular as businesses try to limit future tax liabilities. With the inauguration and swearing-in of our new President and...
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