Why the simplest plan may be the smartest
It’s easy to think that the more complicated your financial strategy is, the more successful you’ll be: multiple accounts, sophisticated funds, advanced tax strategies. You may have been taught that… …
What’s moving the markets?
Central bank independence: Why does central bank independence matter to your portfolio? Markets often hinge on credibility, and few institutions influence credibility more than central banks. When politics intrudes and… …
What’s moving the markets?
Markets continued to trend higher through July, even as headlines were dominated by trade tensions and tariff uncertainty. Many clients have asked how stocks have managed to climb given these… …
What’s moving the markets?
The Fed holds steady: At its recent meeting, The Federal Reserve left interest rates unchanged. While inflation has come down from its highs, it’s still above the Fed’s 2% target…. …
What’s moving the markets?
Tariff mayhem continues: In a recent court ruling, the Trump-era tariffs were deemed unlawful, a decision that brought a wave of relief and, just as quickly, a fresh dose of… …
What’s moving the markets?
Trade war uncertainty: The markets are grappling with the ongoing lack of clarity around U.S. tariff policy. Over the past several weeks, multiple justifications have been floated for the latest… …
What’s moving the markets?
Next round of tariffs: Markets are bracing for President Trump’s “Liberation Day” announcement on April 2nd, when he’s expected to unveil a new round of reciprocal tariffs. With last week’s 25% tariff… …
What’s moving the markets?
Consumer confidence: Consumer sentiment fell sharply in February, making its steepest decline in over four years. The drop reflects concerns about inflation, interest rates and economic uncertainty. Since consumer spending… …
What’s moving the markets?
DeepSeek AI: Investors initially reacted strongly to DeepSeek AI’s recent announcement, leading to significant volatility in AI-focused stocks. In our opinion, this was likely an overreaction to the news. If… …
What’s moving the markets?
Central bank policies and economic data: Recent economic data has been mixed, reflecting both strengths and challenges. Inflation has shown signs of moderating, but it remains above central bank targets…. …