Blog
How New Fed Leadership Impacts Your Portfolio
Dear Client, It has been a positive year so far for investors, so I wanted to share thoughts on the Federal Reserve and how it affects markets. The goal is to help you understand the role of the Fed, where monetary policy may go from...
Read MorePortfolio Lessons During Strong Market Conditions
Dear Client, Financial markets have had a positive, yet eventful year so far, so I wanted to take a moment to share some perspective on what it means for your long-term financial plan. Many asset classes have performed well, despite a...
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New All-Time Highs: Perspectives on the Market Recovery
Markets Often Recover When It’s Least Expected
Read MoreHow have historical market rebounds taken shape?
Thanks for this great question about how markets have historically recovered from downturns. The largest intra-year drawdown for the S&P 500 this year has been about 9% - while the factors driving this are unique, the fact that the...
Read MoreMarket Pullbacks and Achieving Portfolio Balance
Market Pullbacks Are a Normal Part of Investing The stock market has been choppy this year, but this is a normal part of investing, and these types of pullback happen often.
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What does the ceasefire in Iran mean for investors?
As you may have seen in the news, a two-week ceasefire was recently announced between the U.S. and Iran, with a key focus on reopening the Strait of Hormuz, a critical waterway for global oil supply. This is an important development...
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Warren Buffett's Parting Wisdom: Patience
Warren Buffett’s quotes have provided clarity during confusion over the years.But his final act speaks louder than any expression. He did nothing.As CEO, Buffett had nearly $400 billion in cash to spend in 2025. But he found no...
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