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....
Quick Takes The major U.S. equity indices all snapped four-week losing streaks. The S&P 500 Index increased +0.5%, the small cap Russell 2000 Index gained +0.6%, and the tech-heavy Nasdaq Composite Index inched up +0.2%. The yields for the 10-year and 2-year U.S....
Quick Takes The S&P 500 Index started the week with its worst day of the year and finished the week with the best day of 2025, but still lost ground overall for the fourth straight week. The rebound rally on Friday was just one day it entered correction territory...
Quick Takes The S&P 500 Index posted its worst weekly performance since September 2024, falling -3.1% last week. It wasn’t alone in its slump as the tech-heavy Nasdaq Composite, the S&P MidCap 400 Index, and small cap Russell 2000 Index also all fell by more...
Key Points TGINF Thank Goodness It’s Not February! U.S. stocks took a hit in February, with the S&P 500 Index dropping -1.4% amid weak seasonality, tariff uncertainties, high valuations, and fears of an economic slowdown. The Russell 2000 sank even further, with a...
Quick Takes President Donald Trump’s tariff announcements, along with stubbornly high inflation data, and some growth concerns from economic data that has recently lagged Wall Street expectations, has shaken investor confidence. The benchmark S&P 500 Index...
