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.
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.
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.
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.
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.