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Investor Brief

Investment Commentary: Q2 2025

Hello everyone, and welcome to the summer edition of the investment commentary.

Investor Brief: Historical Market Responses to Global Conflict: Short-Term Volatility vs. Long-Term Trends

The conflict between Israel and Iran has captured global attention and created uncertainty in financial markets. Over the weekend, the U.S. conducted targeted airstrikes on Iranian nuclear facilities. The situation is still evolving, and there are many views on what might happen next.

Investor Brief: Debt, Deficits, and Downgrades

We have received quite a few questions from clients regarding the budget deficit and our increasing national debt. How much of a problem is our nation’s fiscal trajectory? What about Moody’s recent downgrade of the U.S. credit rating? And what is the impact on investment portfolios? Let’s tackle these questions one at a time.

Investor Brief: Markets Hate Uncertainty

Markets hate uncertainty. Since President Trump’s April 2 “reciprocal” tariff announcement, the news has been moving fast.

Investor Brief: Trade Winds-Tracking the Latest Tariff Strategy

Every pencil has an eraser for a reason.

Investment Commentary: Q1 2025

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.

Investor Brief: Navigating Market Volatility – Focus on What You Can Control

On April 2, President Trump announced new tariffs on nearly all major trading partners. These tariffs are “reciprocal” in that they correspond to tariffs each country imposes on U.S. goods and are on top of previously announced duties.

Investor Brief: Burnishing our Thoughts on Gold

“All that glisters is not gold.” William Shakespeare, The Merchant of Venice Sometimes, even gold doesn’t “glister” as much as we think. Gold prices have reached all-time highs lately amid worries of economic uncertainty. But is adding it to a portfolio a solid approach, or a fool’s errand?

Investor Brief: A Balanced Perspective – Market Volatility and Recession Fears

Clearly 2025 has not started out the way most investors would have wanted. The stock market has stumbled with the S&P 500 declining year-to-date. While tariffs have garnered the most attention, investors are also concerned about mixed economic signals including weak consumer confidence, hotter inflation, government worker layoffs, and more.

Investor Brief: Tariffs, Today A Perspective on Tariff Policy Impacts from Reliable Sources

It looks like some tariffs will be imposed this week. Imposing a tariff is like using a chainsaw instead of a paring knife to cut an avocado; crude, messy, and generally ineffective.

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