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.
The Gift That Keeps Giving: Teaching Financial Literacy During the Holidays
Teach the value of saving, investing, and financial planning. Honor your family's financial legacy by giving the gift of financial literacy!
Investment Commentary | November 2024
November brought plenty for investors to celebrate, with strong S&P 500 gains driven by Fed rate cuts and election outcomes.
The Historical Implications of Federal Reserve Rate Cuts on Stock, Bond, and Gold Markets
Understand how Federal Reserve rate cuts impact stocks, bonds, and gold, and learn how historical trends can guide investment strategies during monetary easing.
Investment Commentary | October 2024
October markets started strong but ended with volatility driven by AI concerns, small-cap losses, and global pressures, while precious metals held steady.