by Neil Gilliss, MBA, CFP | Oct 23, 2025 | Newsletters
Despite a wall of worry, stocks continued their upward climb in the 3rd quarter and the S&P 500 has returned over 14% for the year despite being down by 15% in early April. This recovery has been one of the strongest and fastest on record. As a result, many investors are now worrying if this is too much of a good thing. Despite the worries, the economy has been resilient, jobs are slowing but not plummeting, and inflation continues to cool despite tariffs. The Fed began lowering rates again in September and that backdrop is typically a tailwind for risk asset. Click HERE to read more of our third quarter newsletter.
by Neil Gilliss, MBA, CFP | Jul 17, 2025 | Newsletters
The stock market entered the second quarter down about 8% from all-time highs and then on April 2nd (Liberation Day), the Trump Administration announced an unprecedented level of tariffs on countries around the world, triggering a sharp market selloff. Please click here to continue reading our second quarter newsletter.
by Margaret Smith, CPA | Jul 8, 2025 | Tax & Financial Planning
Click here to read more about important July deadlines and the recent tax policy updates.
by Neil Gilliss, MBA, CFP | Apr 14, 2025 | Financial Planning, Newsletters
Markets faced significant headwinds in the first quarter as the S&P 500 fell 10% from its February high and ended the quarter down 4.6%. Tariff fears and the unwinding of the Tech AI trade were the two primary catalysts for the volatility. Markets hate uncertainty and as Mr. Barkin states above, we are looking into a dense fog with some of the new regime policies. Click here to read more of our our quarterly newsletter.
by Margaret Smith, CPA | Feb 20, 2025 | Tax & Financial Planning
Click here to read more about important February deadlines and our monthly tax newsletter.
