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May Market Update: Bumpy Roads, Strong Markets
If you have looked at the markets lately and thought, “Wait… stocks are still doing well with oil over $100 a barrel?” you are not alone. The market’s resilience has surprised a lot of people. What may be even more surprising is how...
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April Market Update: What History Tells Us Right Now
As the conflict in Iran moves into its second month, it is understandable that many investors are feeling a bit on edge. Headlines like these are hard to ignore.If history has taught us anything, it is that markets tend to be more...
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March Market Update: Market Perspective on Conflict
The conflict involving Iran has escalated in recent days following joint airstrikes targeting key military sites tied to Iran’s nuclear program. The death of Iran’s Supreme Leader, Ayatollah Ali Khamenei, marked a significant turning...
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February Market Update: Love is blind. Your portfolio shouldn’t be.
February tends to focus on relationships. Flowers, dinner reservations, maybe even a little pressure to say the right thing. But the healthiest relationships are not built on blind optimism. They are built on clarity, alignment, and...
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Get Ready for the 2025 Tax Season
Start with organization January is a good time to get organized for your 2025 tax return. While most planning opportunities closed once the year ended, there is still meaningful work that can be done now to make filing smoother and...
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January Market Update: Snowstorms and Fresh Starts
January always feels like a reset. New calendars, fresh planners, and maybe a renewed promise to use the treadmill that has been quietly collecting dust since last winter. It is also a great time to pause, reflect, and look back at...
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Holiday Traditions Around the World
While many of us are used to Christmas trees, stockings, and carols, Christmas looks quite different depending on where in the world you celebrate. I thought it might be fun to take a tour of a few unique traditions from around the...
Read MoreDecember Market Update: A Little Market Cheer to Close the Year
As December rolls in and we trade pumpkins for peppermint, the markets brought a little early holiday cheer. After a mid-November stumble, stocks brushed themselves off and finished near record highs. The S&P 500 has now chalked up...
Read MoreNovember Market Update: Turkey, Trade Talks, and a Touch of Optimism
As we get ready to gather around the Thanksgiving table, the markets have been cooking up plenty of their own news, a mix of strong earnings, shifting interest rates, and some surprisingly friendly trade talks. Let’s dig in. Corporate...
Read MoreOctober Market Update: Cider Season and Market Reasons
As the leaves turn and the air takes on that crisp fall feel, I am reminded that this season is all about change. Just as we trade beach days for apple picking and sweaters, the markets and economy often bring their own shifts,...
Read MoreSeptember Market Update: Report Cards, Recess, and Rate Cuts
As summer break wraps up and we trade swimsuits for sweaters, Wall Street is also heading back to school. The big lesson right now? All eyes are still on the Federal Reserve, our economy’s head teacher. At the annual Jackson Hole...
Read MoreMarch Market Update - A Springtime Slowdown? Here’s What It Means for Your Money
Spring is almost here, and while the days are getting warmer, the U.S. economy is finally cooling off a bit. After sprinting out of the pandemic and keeping up a surprisingly strong pace thanks to resilient consumer spending, things...
Read MoreApril Market Update - Market Pullback & Tariffs: What to Keep in Mind
The markets have hit a rough patch recently, with stocks pulling back significantly in response to the latest round of tariffs. Investors were already adjusting to a slower economic pace, but these new trade barriers added another...
Read MoreMay Market Update - Rain or Shine: What’s Driving the Market’s Rebound?
Much like spring weather, storms can roll in unexpectedly, and then just as quickly, the sun returns and everything starts blooming again. That’s how the markets have felt lately. The rebound since the early-April lows has been a...
Read MoreJune Market Update – What’s Cooking in the Economy?
As we head into summer, the markets feel a bit like a recipe that’s mostly coming together but still missing a few key ingredients. There’s been clear progress in some areas, like corporate earnings, while others, like trade policy and...
Read MoreJuly Market Update – Summer Sizzle: Stocks Fire Up for the 4th
As people fire up the grills and haul out the beach chairs for the 4th of July, it turns out the stock market has been throwing its own kind of summer party. Think fewer burgers, and a market that’s been heating up right along with the...
Read MoreAugust Market Update – Sunglasses, Slowdowns & Stocks
August is here, the month where your shoes stick to the pavement, your plants give up entirely, and your ice cream has a 90-second life span. But while everything else seems to be melting, the markets have been heating up with activity...
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