RECENT NEWS
- Trust as Beneficiary of Traditional IRA or Retirement Planon April 18, 2025 at 11:41 am
A trust is a legal entity that you establish to hold property for the benefit of one or more individuals (the trust beneficiaries). Every trust has one or more trustees charged with the responsibility of (1) managing the trust property, and (2) distributing trust income and/or principal to the trust beneficiaries according to the terms of the trust agreement. (A trustee can be an individual or an institution, such as a bank.) Many different types of trusts can be used to achieve a variety of objectives.
- What your boss makes of your apologyon April 18, 2025 at 11:41 am
Does apologizing win you favours or hold you back?
- The Benefits of Tax-Advantaged Savings Vehicleson April 18, 2025 at 11:41 am
It's helpful to look for tax-advantaged strategies when building a portfolio.
- Trump's tariffs have launched global trade wars. Here's a timeline of how we got hereon April 18, 2025 at 11:41 am
Long-threatened tariffs from U.S. President Donald Trump have plunged the country into trade wars abroad — all while on-again, off-again new levies continue to escalate uncertainty.
- The Case For Terminal Optimism In An Unpredictable Worldon April 18, 2025 at 11:41 am
One unifying trait top leaders share is strategic optimism: a decidedly positive outlook that helps them cut through the noise, isolate what matters, and steer their organizations forward even when others around them see no path forward.
Weekly Market Commentary
Decent Chance Stock Market Bottom Is in but Far From Certain | Weekly Market Commentary | April 14, 2025
This week was one of the most volatile weeks in the history of the stock market. That excludes the historic two-day decline on Thursday and Friday the week before (April 3–4). The S&P 500 dropped 1.6% on Tuesday, April 8, surged 9.5% on Wednesday, April 9 (the third biggest up day since 1950), fell 3.5% on Thursday, April 10, and jumped 1.8% on Friday, April 11. The S&P 500 ended up nearly 6% for the week.
Tariff Turmoil: Where Do We Go From Here? | Weekly Market Commentary | April 7, 2025
Markets got quite a surprise from the Trump administration last week in the form of tariffs above even the most aggressive forecasts, increasing the risks to economic growth and corporate profits.
Tariff Uncertainty Facing Stocks to Start Clearing Soon | Weekly Market Commentary | March 31, 2025
Wednesday is the big day when the Trump administration will provide more clarity on their tariff plans. The latest news has been a mix of encouraging talk about narrow reciprocal tariffs and deep and biting auto (and auto parts) tariffs. It’s tough to lay out a tariff playbook for investors right now, so our advice is to wait and see. Markets and corporate America will need time to digest the information and figure out their next move. As potential dip buyers, we’re not in a big hurry.
Powell Walked a Tightrope | Weekly Market Commentary | March 24, 2025
Trade uncertainty and nagging inflation made Federal Reserve (Fed) Chair Jerome Powell walk a tightrope at the latest press conference.
Market Correction Perspective | Weekly Market Commentary | March 17, 2025
Inconsistency seems to be the only constant since tariffs were first announced. The White House’s continuous change in direction on trade policy has weighed on business sentiment gauges and left investors with limited visibility to buy the dip.