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Special Update: Iran and Long- Term Investing
As you have seen in the news, the U.S. and Israel have launched military strikes against Iran, targeting its leadership, military assets, and nuclear infrastructure. Iran's Supreme Leader is confirmed to have been killed, and Iran has...
Read MoreSupreme Court Tariff Ruling: Key Takeaways for Investors
After nearly a year of trade policy uncertainty, the Supreme Court's ruling that recent tariffs are unconstitutional has reset the policy landscape. Yet, as is often the case in Washington, when one chapter closes, another opens....
Read MoreHow Government Shutdowns Affect Markets and the Economy
Washington is back in the headlines as the federal government faces a shutdown if policymakers can't reach a new funding agreement. This adds to a year in which government policies around trade, taxes, immigration, and more have...
Read MoreWhat the "One Big Beautiful Bill" Means for Investors
President Dwight Eisenhower is often quoted as saying “what is important is seldom urgent and what is urgent is seldom important.” This perfectly captures the challenges many investors face, since it often feels as if every breaking...
Read MoreQuarterly Market Update for Q2 2025 Tariffs, Geopolitics, and All-Time Highs
The second quarter of 2025 showcased both the resilience of financial markets and their sensitivity to policy uncertainty. From the White House's tariff announcements in April to escalating tensions between Israel and Iran in June,...
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Lessons from Warren Buffet for Today's Market
As Warren Buffett’s career shows, the best way to navigate uncertainty is with a patient, long-term approach to investing. This remains relevant in today’s market environment, especially as investment fundamentals improve.
Read MoreMarket Perspectives After a Nervous Start to 2025
The stock market has struggled in recent weeks as concerns have grown around interest rates, market valuations, the direction of the economy, and more. Since the market peak on December 6 last year, the S&P 500 has pulled back 4.3% while th
Read More5 Insights on the Fed, Election, and Volatility in Q4
As we begin the final quarter of the year, financial markets and the economy have defied the expectations of many investors. Rather than falling into recession, the economy has grown steadily, albeit at a slower pace, and inflation...
Read MoreWhat the Summer Market Rotation Means for Investors
As the summer heats up, the stock market is experiencing its own heat wave in the form of rising volatility. Market uncertainty has climbed as investors rotate out of large cap technology stocks and into a broader array of sectors and...
Read MorePerspective on the Magnificent 7 and Valuations
Perspective on the Magnificent 7 and Valuations February 28, 2024 Andrew Lewis, CIMA®, CMFC® , AAMS® Managing Principal The stock market continues to reach new heights, driven by a stronger-than-expected economy and the...
Read MoreWhy Investors Need Perspective on the Soft Landing Debate
Stock and bond markets struggled during the first trading week of 2024 as investors questioned the probability of a "soft landing" and what it may mean for the timing and size of Fed rate cuts later this year. The S&P 500 and Nasdaq...
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