As the markets and the economy change, it is important to know how they will impact your investments and how our team can help protect your portfolio.
Markets declined sharply in March as rising tariffs, inflation concerns, and global unrest fueled widespread volatility. Investors turned defensive, with energy and precious metals leading performance amid heightened caution.
Recent headlines regarding tariffs have captured significant attention and financial markets have responded decisively to these announcements.
In times of market uncertainty, it is natural to feel uneasy about your investments. As your trusted advisors, we want to reassure you that we are actively monitoring market movements, analyzing trends, and adjusting strategies, as necessary. Our investment philosophy…
February brought market volatility as trade tensions, layoffs, and inflation concerns grew. Some sectors held strong, but uncertainty looms. Is stagflation ahead?
January kicked off 2025 with market highs, AI-driven volatility, and rising tariff tensions. While investors navigated uncertainty, strong earnings and safe-haven demand shaped the month’s outlook.
December brought a rocky close to 2024, with markets facing challenges but maintaining resilience. Optimism around AI advancements, rate cuts, and election outcomes kept investors focused on opportunities ahead.
Teach the value of saving, investing, and financial planning. Honor your family's financial legacy by giving the gift of financial literacy!
November brought plenty for investors to celebrate, with strong S&P 500 gains driven by Fed rate cuts and election outcomes.
Understand how Federal Reserve rate cuts impact stocks, bonds, and gold, and learn how historical trends can guide investment strategies during monetary easing.
October markets started strong but ended with volatility driven by AI concerns, small-cap losses, and global pressures, while precious metals held steady.