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Forty "W"ritings

Check here for our latest Market Insights.

Economic Crossroads: Navigating Policy Shifts and Market Resilience in 2025 Thumbnail

Economic Crossroads: Navigating Policy Shifts and Market Resilience in 2025

Concerns about a potential economic slowdown are rising, fiscal policy shifts and government spending cuts introduce some contractionary pressures however the near-term economic picture remains broadly positive. Tariff policies alone are unlikely to push the economy into recession. So far in 2025, diversification has re-emerged as a key with both bonds and international stocks outperforming US equities.

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Elections & Markets  Thumbnail

Elections & Markets

In the world of what matters for investor returns who is in the White House has little impact. Historically, US stocks have risen regardless of who is in office and that is why it's important to not let your political emotions impact your investment strategy.

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August 2024 - Market Summary Thumbnail

August 2024 - Market Summary

In August, equity returns started with a thud but clawed back losses by the end of the month. Softness in the labor market increased concerns about a broader slow-down in the economy causing some to speculate that the Fed may reduce rates at a quicker pace. As a result, treasury yields declined which was a positive for bond investors.

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Hot Topic: 2024 Summer Stock Pullback Thumbnail

Hot Topic: 2024 Summer Stock Pullback

US stocks experienced a volatile pullback starting in Mid-July caused by some worrisome earnings reports from mega-cap tech companies, concerns about a slowing economy and geo-political tensions. Volatility is typically higher this time of the year particularly in election years when the out outcomes are uncertain.

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