Blog

What really matters in the economy and markets: Insights from Q2 2025

By |2025-07-23T18:30:34-07:00July 23rd, 2025|Blog|

News vs. noise There’s continued noise that makes investors nervous and excited, including tariff policy, inflation rates as some of the biggest concerns. Stocks bounced back as tariff talk pulled back. Bond markets were solid, but the US is downgraded. Chance of recession is dropping but remains elevated. That and more in this quarter’s [Read More]

Q2 2025 Summary – Tariffs, Tax Cuts, and “TACO”: What a Quarter!

By |2025-07-23T18:29:24-07:00July 23rd, 2025|Uncategorized|

Tariffs, Tax Cuts, and “TACO”: What a Quarter!  2Q25 was marked by heightened policy uncertainty in the U.S., with debates over fiscal sustainability, aggressive trade measures, and growing pressure on monetary policy shaping market sentiment. Nevertheless, the market staged an astounding comeback, which played out against a complex policy backdrop highlighted by a U.S. [Read More]

2025 market volatility review

By |2025-05-08T10:33:45-07:00May 8th, 2025|Blog, Financial planning tips and perspectives, Investor behavior|

View the 2025 market volatility review, to help you stay the course, by understanding more about market cycles, what’s driving current market fluctuations, how common volatility is, what the pitfalls are of changing strategies due to investor emotion, and how to think differently about long-term investing vs. short-term spending needs. [Read More]

Signs that you need a new 401(k) plan advisor for your firm

By |2025-04-23T20:51:44-07:00April 23rd, 2025|Blog, Fiduciary, Institutional|

Managing a 401(k) plan for your employees is a crucial responsibility. It can significantly impact your team’s financial future and your company’s ability to attract and retain top talent. A reliable and proactive 401(k) plan advisor plays a vital role in ensuring your retirement plan is effective, compliant, and aligned with both your company's [Read More]

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]

A note about market volatility

By |2025-03-18T10:05:30-07:00March 18th, 2025|Blog, Financial planning tips and perspectives, Personal Wealth|

We wanted to reach out to you given the recent volatility in the stock market. We understand that it is natural to feel uneasy when there are significant market fluctuations, especially when it seems like “this time is different” but we want to reinforce why staying invested is crucial for your long-term financial success. [Read More]

Wealth management for women 101

By |2025-05-30T15:58:17-07:00February 3rd, 2025|Blog, Financial planning tips and perspectives, Personal Wealth|

Building financial security is a priority for many women, yet their financial planning needs often come with unique challenges. Women’s financial journeys are shaped by distinct factors that can influence their savings, investments, and long-term goals. Addressing these concerns with proactive and comprehensive wealth management can make all the difference in achieving financial success. [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]

Go to Top