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Market Update for June 2025: Surprising Rally & Potential Risks Ahead
If you’re a Gen-Xer like me, you probably have put more than a few quarters in pinball machines in your time. Something about that was just a lot of fun. Now, imagine yourself inside that machine, and that is what the markets have felt like so far this spring, and as we head into summer, it may not get much better.
Jun 46 min read
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Market Update for May 2025: Aftershocks & Opportunities: What April 2025 Taught Us.
April demonstrated the importance of being prepared for market uncertainty. The month began with the White House’s April 2 tariff announcement on nearly all trading partners. These tariffs were far higher than investors had expected, leading to fears of rising inflation, a global economic slowdown, and a trade war. Stock markets reacted with the sharpest declines since the pandemic.
May 66 min read
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April 2025 Market Update: Market Volatility Survival Guide: How Preparation Beats Prediction in Uncertain Times
In my experience, attempts at market timing are often a futile endeavor. Long-term investment success tends to come not from predicting everything that will happen perfectly,
Apr 15 min read
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March 2025: Market Sentiment & the Necessity Of Finding Your Balance
In today's volatile market, even seasoned investors can fall prey to knee-jerk reactions that erode long-term returns. Our latest article,
Mar 36 min read
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January 2025 Market Outlook: Are You Ready For The Next Big Shock – What 2024 Taught Us
Warren Buffet has said that we will see who is wearing a bathing suit when the tide goes out. We have enjoyed two years of remarkable growth in the equity markets while the bond markets have languished for many years. Much as innovation is often slow to be adopted in the tech space, it is much slower in the investing space.
Feb 175 min read
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February 2025 Market Outlook: Unlocking Opportunities: What DeepSeek & Tariff Moments Teach Investors
In the early 1950s, computers were the size of buildings and used fragile vacuum tubes that consumed enormous amounts of power and generated a lot of heat. A former IBM Chairman once said, “I think there is a world market for about five computers.”
Feb 35 min read
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January 2025 Market Outlook: Are You Ready For The Next Big Shock & What 2024 Taught Us
Warren Buffet has said that we will see who is wearing a bathing suit when the tide goes out. We have enjoyed two years of remarkable growth in the equity markets while the bond markets h
Jan 75 min read
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4 Insights for Long-Term Investors in the Second Half of 2024
Throughout history, widely held beliefs have been proven incorrect. In the 19th century, for example, Scurvy was believed to have been caused by bad weather, poor hygiene, and a number of other things.
Jul 3, 20245 min read
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Planning Your Exit: Strategies for Business Owners to Maximize Wealth and Minimize Taxes (Five Questions To Ask Yourself)
While we, as business owners, tend to be very good at managing and building planning for our lives after owning the business, whether forced due to illness or injury or by choice to exit into a more restful pace of life can become an afterthought that causes us to miss out on our best
Jun 23, 20242 min read
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Unlocking Opportunities: What DeepSeek and Tariff Moments Teach Investors
In the early 1950s, computers were the size of buildings and used fragile vacuum tubes that consumed enormous amounts of power and generated a lot of heat. A former IBM Chairman once said, “I think there is a world market for about five computers.” Semiconductor chips were invented by the mid-1950s, which were smaller, faster, more efficient, and performed calculations faster. From there, things paused a bit until the first PC that could sit on your desk was invented....
Feb 18, 20244 min read
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