The Advisory Group

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So far The Advisory Group has created 69 blog entries.

What really matters in the economy and markets: Insights from Q1 2025

By |2025-04-28T12:12:20-07:00April 18th, 2025|Blog|

News vs. noise Politics and tariff mania are making markets and consumers nervous, some markets are up and some are down but diversification is helping cushion returns, volatility is overdue and more normal than people think, and a special focus on volatility perspectives. That and more in this quarter’s Quarterly Context webinar …Watch to [Read More]

Q1 2025 Summary – First 100 Days

By |2025-04-23T16:48:31-07:00April 3rd, 2025|Uncategorized|

First 100 Days 1Q25 was anything but typical. The early months of President Trump’s second term delivered sweeping policy changes that heightened uncertainty across financial markets. From federal spending cuts to an aggressive shift in trade policy, the administration’s “shock-and-awe” approach generated volatility across asset classes, sent inflation expectations higher, and provoked a sharp [Read More]

What really matters in the economy and markets: Insights from Q4 2024

By |2025-01-30T13:28:36-08:00January 30th, 2025|Blog|

News vs. noise There is a mix of are questions and uncertainty and excitement from different camps about unconventional policies with the upcoming administration in Washington, and the economic and market implications. Stock markets were bumpier in Q4, especially international stocks due to political and economic concerns and talks of tariffs in the US. [Read More]

Q4 2024 Summary – Hawkish Cuts and Stormy Skies

By |2025-01-30T12:50:25-08:00January 30th, 2025|Uncategorized|

Macroeconomic Environment Donald Trump’s election as the 47th president of the United States, along with a Republican sweep in Congress, set the tone for 4Q24. Despite mixed fourth quarter results driven by shifting monetary policies and fiscal uncertainties, 2024 concluded with strong annual returns supported by a resilient U.S. economy, advancements in artificial intelligence [Read More]

What really matters in the economy and markets from the third quarter of 2024

By |2024-12-10T11:41:45-08:00October 22nd, 2024|Blog|

News vs. noise The economy is doing better than expected but showing signs of cooling, stock and bond markets were strong after a Fed rate cut - especially some previously out-of-favor stock styles, expectations for mega-cap and other Growth stocks cooled, a discussion about interesting personal wealth investor tax reduction strategies… we cover that [Read More]

Q3 2024 Summary – Election Tension

By |2024-12-10T11:42:18-08:00October 22nd, 2024|Uncategorized|

Macroeconomic Environment The markets were stellar in 3Q24, generating strong returns across asset classes and reflecting a positive outlook that strength remains in the economy despite signs of cooling. The Fed’s move to ease monetary policy to help the economy navigate a soft landing was no surprise, but the size of the move was [Read More]

What really matters in the economy and markets from the second quarter of 2024

By |2024-07-31T15:22:48-07:00July 31st, 2024|Blog|

News vs. noise Stock markets continue up, bonds are flat, rates remain unchanged, inflation is cooling, and the recession-avoiding soft-landing appears to be happening… so far. The average investor’s guesses about the direction of the market as wrong as often as they are right. That and more in this quarter’s Quarterly Context webinar …Watch [Read More]

Q2 2024 Summary – Politics Upstage Economic News

By |2024-07-31T14:46:54-07:00July 31st, 2024|Uncategorized|

Politics Upstage Economic News Global broad market performance was lackluster in 2Q24 (MSCI ACWI: +2.9%; Equal-weighted S&P 500: -2.6%; Bloomberg Global Aggregate: -1.1%). Economic news was also mostly humdrum. The economy continued to chug along; 2Q real GDP growth is expected to be around 2% annualized. The labor market remained resilient, inflation trended down [Read More]

Why investment process quality is key to investing success + our 5 step approach

By |2024-07-16T15:06:47-07:00July 14th, 2024|Blog, Financial planning tips and perspectives, Investment Management, Personal Wealth|

It’s natural to feel anxious about investing. Investors all want to make the best decisions when it comes to their money and wealth management—decisions that will help your portfolio grow bigger without excessive risk. However, the investment decision process can be overwhelming, given the many available options and pitfalls. And when you’re entrusting the [Read More]

What really matters in the economy and markets from the first quarter of 2024

By |2024-04-25T15:44:55-07:00April 25th, 2024|Blog|

News vs. noise Is there still a chance of a recession? Inflation has small a surprise uptick, Fed interest rates remained unchanged, causing bond to wobble since investors were hoping rates would fall. Stock markets, especially many of the biggest stocks performed well yet again. However, some mega-cap stocks cooled, it wouldn’t be surprising [Read More]

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