War Games

Market Update for the Quarter Ending – March 31, 2025. There are many ways to deal with policy uncertainty. One way is to buy an entire crate of Moosehead Beer. This was the opportunity offered by the Canadian beer company back in January ahead of the tariff...

Alert: Investment Update

Uncertainty Weighs on U.S. Stocks – March 2025. It was just over two weeks ago that the U.S. broad market was at all-time highs. Investors were optimistic about an economy with growing earnings and falling inflation, and a newly elected administration that...

Economic Soft Landing

Market Update for the Quarter Ending – December 31, 2024. The Federal Reserve has to this point successfully navigated the extreme fiscal and monetary conditions of the pandemic and achieved the first “soft landing” since the mid-1990s. Cooling inflation has...

2024 Year End Check-List

As 2024 comes to a close, now is the perfect time to review your finances and prepare for the year ahead. To help you start strong, we’ve created a guide to wrap up the year on a solid financial foundation. Keep in mind that every financial situation is unique, and...