The Bigger Picture on U.S. and China Tensions
Trade tensions between the United States and China have escalated in recent weeks, with both countries implementing unprecedented tariff increases. For the moment, the U.S. has raised... more
Special Update: Tariffs and the Market Reaction
On April 2, President Trump announced new tariffs on nearly all major trading partners. Trump unveiled a 10% across-the-board tariff and additional “reciprocal” tariffs on countries that... more
Flash Commentary: Market Pessimism and the Importance of Staying Invested
Recent market swings have highlighted a gap between how investors feel and how markets have performed. As the famous Warren Buffett quote suggests, it has often been... more
2025 Market Outlook
We’re happy to report on another very successful year in our shared journey toward achieving our clients’ most meaningful financial goals. As always, our strategy—both in planning... more
2024: 3rd Quarter Summary
We hope you have been enjoying the fall season thus far. As we head into the final stretch of 2024, we wanted to offer an overview of... more
Flash Commentary: How Geopolitical Conflicts Impact Markets
You’ve probably seen the news about the conflict between Israel and Hezbollah intensifying, which raises concerns about a wider war in the Middle East. Sadly, this is... more
Flash Commentary: Federal Reserve Rate Cut Impacts
As you may have heard, the Federal Reserve recently cut its benchmark lending rate, and many are wondering how this affects their financial situation. Below are answers... more
Flash Commentary: 3 Investor Lessons from the Summer’s Market Volatility
As we all settle back into our post-Labor Day routines, it's a great moment to pause, take stock of the markets, and maybe give our financial plans... more
August 2024: Market Update
After a strong June, major U.S. equity indexes were mixed in July, indicating some divergence and a potential shift in the narrative to come. And so far,... more
March 2024: JJ’s Market Insights
It is both delightfully simple and genuinely compelling to be able to summarize the behavior of the equity markets, not only in the last 12 months but... more