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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.

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Our goal is to assist families and individuals in making sound, quality investment choices that will help shape their financial future. Read More.

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Weekly Market Commentary

Key Pillars of the Bull and Bear Cases in 2025 | Weekly Market Commentary | February 10, 2025

Expected continued steady economic growth should enable corporate America to grow profits at or near a double digit pace in 2025.

U.S. Exceptionalism: Is It Still Intact? | Weekly Market Commentary | February 3, 2025

With China’s DeepSeek pressuring investors to take a closer look at the current environment of artificial intelligence (AI) development within the U.S., some are taking a moment to question the accuracy of a much larger idea — American Exceptionalism.

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Research

Client Letter | The Best and Worst of Times | September 7, 2022

When it comes to stock market performance, August was “the best of times, and the worst of times.

Global Portfolio Strategy | August 3, 2022

The STAAC Committee maintains its overweight equities recommendation relative to bonds for August based on the belief that near-term recession fears may be overdone.

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Market Watch

Recent Posts

Navigating Strategic and Tactical Investment Horizons: The Differences | Weekly Market Commentary | March 10, 2025

Heightened volatility and uncertainty in both financial markets and the broader economy present challenges and opportunities for investors. Understanding the fundamental differences between the strategic and tactical investment horizons through which an investor can face these challenges and approach these opportunities is essential for navigating these complex environments.