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Market Commentary

110 posts categorized as "Market Commentary"

Market Commentary|March 2025

Volatility Returns (to Normal?) in 2025

Market Commentary|February 2025

Tariffs and Their Impact on Your Portfolio

Market Commentary|November 2024

Charitable Giving Strategies for 2024: Maximizing Impact and Tax Benefits

Market Commentary|July 2024

Election 2024 Update: It’s Policy, Not Party, That Matters

Market Commentary|July 2024

The Complexity of Interest Rates: Beyond the Fed’s Decisions

Market Commentary|April 2024

AI’s Economic Ripple Effect: How Four Phases of Adoption May Shape Indu …

Market Commentary|April 2024

Election Year Uncertainty: How a Biden or Trump Presidency Could Impact Indus …

Market Commentary|January 2024

Is It Time To Re-evaluate Your Cash Position?

Market Commentary|December 2023

What’s New for Retirement Saving for 2024?

Market Commentary|November 2023

Strategic Tax Mitigation: Unveiling Opportunities in Real Estate through 1031 …

Market Commentary|October 2023

Market Volatility and the Middle East: What Investors Need to Know

Market Commentary|October 2023

Tailwinds or Headwinds? Welcome to Spin Season!

Market Commentary|October 2023

Navigating a 529 Plan to Roth IRA Conversion: Rules, Risks, and Rewards

Market Commentary|September 2023

Navigating the Potential US Government Shutdown

Market Commentary|September 2023

Focus on the Main Event

Market Commentary|July 2023

Embracing the Power of an Institutional Investment Approach

Market Commentary|May 2023

Safer Bridges (a mid-year update)

Market Commentary|March 2023

How Are Your Assets Protected?

Market Commentary|March 2023

The Ever-Changing Investment Landscape

Market Commentary|March 2023

Comments on Silicon Valley Bank and General Banking Industry Concerns

Market Commentary|February 2023

U.S. Debt Ceiling – Noise, or Cause for Action?

Market Commentary|January 2023

How the Secure Act of 2022 can help improve your retirement planning

Market Commentary|November 2022

Staying the Course

Market Commentary|November 2022

What Impact Do Politics Have on Market Performance? 

Market Commentary|October 2022

Exceptionally High Dividend Yields? Caveat Emptor.

Market Commentary|October 2022

How Might Secure Act 2.0 Impact Your Retirement?

Market Commentary|October 2022

Should You Expand Your Portfolio’s Borders?

Market Commentary|September 2022

The Fed at Back to School Night

Market Commentary|September 2022

The Fed Holds Course

Market Commentary|September 2022

Tailwinds 2022 Q3: “Housing Amid Hurricane Season”

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