Investment Commentary | May 2025
May saw markets rebound as tech and consumer stocks surged, offsetting bond losses and debt concerns. International equities outpaced U.S. gains, while gold cooled but remained a top performer.
Investment Commentary | April 2025
April brought renewed market swings as tariffs and tumbling oil prices rattled investors. While energy lagged, tech and international stocks helped offset broader weakness, with gold gaining on safe-haven demand.
Value vs. Growth Investing: What’s the Difference?
Value vs. growth investing explained through the lens of the P/E ratio, highlighting core differences, common risks, and how a fundamentals-driven, balanced portfolio can support long-term financial goals.
Investment Commentary | March 2025
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.
Market Update: Tariffs Announced from The Rose Garden
Recent headlines regarding tariffs have captured significant attention and financial markets have responded decisively to these announcements.
What is Fair Value and Why Does it Matter for Your Investments?
Fair value goes beyond market price and is often determined using key valuation metrics like P/E ratio, ROE, and DCF, along with factors like growth potential and investor sentiment.
Navigating Market Volatility: A Thoughtful Approach
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…
Investment Commentary | February 2025
February brought market volatility as trade tensions, layoffs, and inflation concerns grew. Some sectors held strong, but uncertainty looms. Is stagflation ahead?
Investment Commentary | January 2025
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.
Investment Commentary | December 2024
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.