Mar 20, 2025 | Weekly Wrap-Up
If you have worked with us in the past and we previously provided investment advice for you, we did a thorough analysis of your portfolio and recommended investments that were consistent with your risk tolerance, time horizon and goals. Unless you need to raise cash...
Mar 6, 2025 | Weekly Wrap-Up
What Banking Deregulation Could Mean for Your Money: 4 Key Changes to Watch Recent shifts at the Consumer Financial Protection Bureau (CFPB) indicate a major shift toward financial deregulation. While these changes may seem like bureaucratic maneuvers, they could...
Feb 28, 2025 | Weekly Wrap-Up
Market volatility remains front and center. U.S. equities tumbled over the past week, with the S&P 500 (VOO) falling 4.16%, bringing year-to-date (YTD) returns just below break-even at -0.16%. The decline was led by consumer cyclical stocks, including Tesla (TSLA)...
Feb 10, 2025 | Weekly Wrap-Up
WOW! This has been a pretty historic start to a new Presidential term – to say the very least. The start of Trump’s second term has been marked by a flurry of executive orders aimed at fundamentally reshaping the government and American life. The beginning of...
Jan 30, 2025 | Weekly Wrap-Up
China’s DeepSeek surprised the technology world this week by releasing an AI model that almost matched the performance of American rivals while requiring far less computing power. The news sparked a sell-off in U.S. stocks as investors fretted that the need for...
Jan 20, 2025 | Weekly Wrap-Up
President Donald Trump has wasted no time making his mark as the 47th President of the United States. Sworn in on January 20, 2025, he has outlined an ambitious agenda with over 100 executive orders ready to sign on his first day back in the Oval Office. From...
