Posts by Barry Spencer
Three Reminders for a Shaky Market
It’s hard to ignore the headlines and your neighbor’s Facebook posts lately. With the ongoing announcements on tariffs, pauses and exemptions — along with increased projections for a potential…
Read MoreThis Isn’t the First Crisis. It Won’t Be the Last. And That’s Okay.
If you’re feeling uneasy about things right now, you’re not alone. I’d be lying if I said I wasn’t anxious, too. Markets are volatile, headlines are unnerving, and the…
Read MoreMarkets Are Reacting. Here’s Why to Stay Strategic.
I won’t sugarcoat it – this has been a tough time for the markets.After President Trump’s sweeping rollout of new tariffs, U.S. stocks had their worst single-day drop since…
Read MoreKey market insights – and your next steps
As we approach the close of the first quarter of 2025, uncertainty around the economy continues to grow. Market turbulence and recession fears have many rethinking their financial strategies.Here’s…
Read MoreMarket Swings & Your Portfolio: What Really Matters
You’ve seen the headlines—market selloffs, recession worries, and trade tensions have investors on edge.But here’s the thing: Market moves like this aren’t new, and they certainly aren’t the end of…
Read MoreIs a Roth Conversion Right For You?
Could a Roth conversion help you take advantage of current tax laws and market conditions?A Roth IRA offers a powerful way to create tax-free income in retirement, if it aligns…
Read MoreIs Market Risk Rising?
After reaching more new highs recently, markets have pulled back and gotten choppy. 1Let’s break down what’s happening and why it matters.What’s driving recent volatility?Concerns about the impact of inflation and…
Read MoreFeeling uneasy about the market? Read this first
It’s been hard to miss the wave of attention-grabbing headlines lately. News cycles have been dominated by concerns over Big Tech’s earnings, trade tensions, and a potential economic slowdown in…
Read MoreNew Year Update: 2024 Reflections & 2025 Expectations
I hope your start to the new year has been going well and that you made some special memories with your loved ones over the holidays.As we step into 2025,…
Read MoreLA Wildfires & the Economic Impact
Like me, I’m sure your heart goes out to all those affected by the wildfires in Los Angeles. Perhaps someone you know has been directly affected.Wildfires can be so devastating…
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