What’s moving the markets – November 2025
As we move into the holiday season, three key developments have been especially influential in shaping market behavior. Together, they paint a picture of an economy and market navigating mixed… …
What’s moving the markets – October 2025
The past month has been marked by mixed signals and growing uncertainty about where the economy heads next. Inflation is cooler but not gone and growth is steady but slowing…. …
What’s moving the markets – September 2025
Looming government shutdown: As funding deadlines approach, the U.S. faces the prospect of a partial government shutdown. While shutdowns are not new, this one carries the potential for deeper and longer-lasting consequences… …
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 – August 2025
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 – July 2025
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 – June 2025
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 – May 2025
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 – April 2025
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 – March 2025
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… …