Beyond the Bell
Navigating 2025 Market Volatility: Financial Strategies for Investors
Watching stock prices fall is an uncomfortable experience for investors no matter the circumstances under which it occurs. It can
Market Outlook Spring 2025
In our outlook for 2025, we wrote about the following factors that we thought would impact investment returns this year:
Stock Market Volatility April 2025: Tariffs and Fed News Explained
In recent weeks, U.S. stock market volatility has spiked to levels only reached during the early stage of the COVID-19 pandemic (Spring 2020) and the global financial crisis (2008-2009). This heightened volatility reflects investor reactions to rapidly changing political and economic developments concerning trade policy and Federal Reserve independence.
Trump’s 2025 Tariff Plan: Market Impacts and Portfolio Strategies
We’ve spoken with so many clients who are feeling completely uneasy about recent market volatility and the political landscape, and
The Gift of Simplicity: Why Consolidating Finances and Logistics Matters as We Age
If my kids were old enough to read this newsletter, they’d say “Mom, all you do is lecture people, including
Street$marts: What is an Index Fund?
The Joy of Spending: The Financial Advisor’s Guide to Meaningful Wealth
A Purposeful Approach to Retirement Spending
Street$marts: What to Expect When Receiving an Inheritance
LATEST STREET$MARTS
Street$marts: What is an Index Fund?
Street$marts: What to Expect When Receiving an Inheritance
LATEST Reports
Market Outlook Spring 2025
In our outlook for 2025, we wrote about the following factors that we thought would impact investment returns this year: Artificial Intelligence Investments and Commercialization of AI Applications, Labor Market Conditions, Inflation, and Fiscal and Monetary Policy. We provide our latest thoughts on each of these topics in this update, after a quarter characterized by a lot of market-moving news and a corresponding increase in stock market volatility.
Market Outlook Winter 2025
Market Outlook Fall 2024
Market Outlook Summer 2024
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David McCullough