Hello everyone, and welcome to the summer edition of the investment commentary.
As spring begins, so does a season of renewal and growth. The first quarter of 2025 certainly roared in like a lion, with tariffs and trade dominating the spotlight.
The Importance of Balance As We Welcome 2025
Welcome to 2025! As my wife often says, the days are long, but the years are short. There’s something beautiful about winter’s chill balancing with the warmth and sunshine of spring and summer. While I love summer, I’m a winter person. I’ve been skating as long as I can remember and have been on skis since I was three. Winter also means firing up my Ariens snow blower to tackle the snowbanks left by the plows at the end of the driveway.
Hello everyone,
Welcome to our third quarter market perspectives. It feels strange writing about the strength of the markets, the resilience of the economy, the broad stability of the employment outlook, and the first Federal Reserve rate cut in four years. It is strange because many of our colleagues, clients, and friends in Tryon, Asheville and the Western North Carolina region are struggling. Hurricane Helene devastated towns, destroyed homes and businesses, and shook people’s psyches. As I write this, many are still without power, water, internet and only have spotty, if any, cell service.
Modera’s investment team is pleased to provide our market review for the second quarter of 2024.
The Modera Wealth Research Team and I are happy to share our first quarter 2024 market and economic review.
We have all been on flights where the pilot informs us that turbulence is ahead.
Sometimes even the best of ideas are only good in theory because they are impossible to implement in practice.
While a full-blown banking crisis is not likely, the recent Silicon Valley Bank failure provides a great opportunity to review your cash management strategy.
Investment Commentary: Q3 2025
Market Shifts and Timeless Strategies