Do you remember the first time you saw a truck with seats bolted into the bed? Did you think those were installed for extra seating? We sure did. But cramming a few more people in the vehicle had nothing to do with it. It all started with chicken. Yes, chicken. Back...
Quick Takes The VIX volatility index, or CBOE Volatility Index, was down considerably last week despite continued choppiness in the S&P 500 Index. In the end, the S&P 500 lost -1.5% for the week, while the technology-heavy Nasdaq Composite was down -2.6%. The...
Quick Takes The S&P 500 Index jumped +5.7% in its best weekly gain since November 2023, rebounding from its worst week since March 2020. The rollercoaster market volatility, driven recently by tariff policy changes, mirrors past crises and follows familiar...
Key Takeaways POLICY UNCERTAINTY REMAINS PERVASIVE The U.S. economy’s foundation remains strong, but policy uncertainty, particularly around tariffs, is negatively affecting sentiment among households and businesses. Despite S&P 500 earnings exceeding...
Quick Takes The announcement of unexpectedly high tariffs led to a historic two-day decline in the S&P 500, marking only the fifth such drop since 1952, and leaving the index down -9.1% for the week. Other indices, like the Russell 2000 and Nasdaq, also entered...
If you’ve seen the headlines about new U.S. tariffs and global trade tensions, you’re not alone in wondering what it means for the economy—and more importantly, your investment portfolio. But just in case you missed the news, on April 2nd, the U.S. administration...
Quick Takes The major U.S. equity indices all declined for the week as tariff deadlines loom and economic data showed hints of inflation. The S&P 500 Index fell -1.5%, the small cap Russell 2000 Index was down -1.6%, and the tech-heavy Nasdaq Composite Index...
When it comes to estate planning, the process can feel overwhelming. There are legal documents to draft, financial considerations to factor in, and tax implications to navigate, all while making sure your wishes are carried out exactly as you intend. That’s...
Estate planning isn’t just about passing down assets; it’s about making sure your wishes are honored and your loved ones are protected. It’s about creating a plan that gives you confidence, knowing everything is in place no matter what life brings....
Tariffs—the taxes countries impose on imported goods—are without a doubt a hot-button issue. Some might say it’s a nuclear hot political issue. With that acknowledged, nothing in this blog should be interpreted as a political narrative, stance nor endorsement....
