BlogMarket Commentaries
Investing in an Inflationary Environment
Most of us notice the rising cost of our grocery bills. We pay more for gas. Anyone undertaking a building project sees that the price of building materials soared. These rising costs lead many to ask, “Is this inflation?” What should I do? Let’s start with a quick primer on … Continued
How to Approach the Proposed Tax Changes
It is hard to believe that the days are already growing shorter. Before we know it, the end of the year will be upon us, which means tax planning season is just around the corner. At present, there is much uncertainty surrounding the upcoming tax season. Earlier this year the … Continued
Navigating Record Markets and Future “Risks”: 2024 Investment Strategies
Market performance in the first quarter of 2024 defied expectations. Following a strong 24% gain in 2023, the S&P surprised investors with a robust 10% increase for the quarter. The market’s strong start in Q1 is historically significant as there have only been four times since 2000 that the index … Continued
Staying the Course During Market Volatility
“The most important quality for an investor is temperament, not intellect” – Warren Buffett Market corrections can be unsettling, and the recent volatility has left many investors wondering what’s next. According to the American Association of Individual Investors (AAII), last week’s sentiment reading revealed some of the lowest levels of … Continued
Market Volatility: A Closer Look at the Opportunity in Front of Us
With the recent volatility in the stock market, it’s completely natural to feel some concern. Headlines can make it seem like the sky is falling, and short-term drops can feel unsettling—even if you’ve experienced them before. The S&P has fallen over 10% in the last two trading days, and today … Continued
