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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.Â
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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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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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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November 2024 Market Outlook: Reasons Investors Can Be Thankful This Holiday Season
December 3, 2024 John Browning, MBA and CSA® | CEO, Principal I hope all who read this have had a good Thanksgiving holiday and that you enjoyed many things that money cannot purchase,
Dec 3, 20245 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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