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…
This 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,…
Markets 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…
Key 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…
Market 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…
Is 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…
Is 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…
Feeling 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…
New 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…