Gain Valuable Financial Insights Below.

Instead of our usual quarterly recap, this newsletter will focus on the political and economic events that began on April 2nd when the White House administration announced sweeping tariffs on…

In the 4th Quarter of 2024, financial markets exhibited varied performance across different asset classes and geographies. Including the United States, eleven other developed countries held national elections and in…

The Federal Reserve met last month and decided to begin easing monetary policy by lowering interest rates by .50% (50 bps). The Fed’s directional shift in policy is likely to…

Of note, the International Emerging Markets asset class led the 2nd quarter in equity indices with a 5% return, followed by U.S. Large Cap (4.28%) which is leading YTD with…

The first quarter of 2024 saw all new market highs with Large-Cap stocks leading the charge amid economic growth coming in at 3.2% in the 4th quarter of 2023 and…

Coming into 2023, investor pessimism was high. The markets had performed terribly in 2022, with the S&P 500 index ending down 18.1% and the traditional retirement portfolio (60% Stock and…