facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Forty "W"ritings

Check here for our latest Market Insights.

 A Welcome Relief, but Potential for More Volatility  Thumbnail

A Welcome Relief, but Potential for More Volatility

As we navigate through the economic landscape of 2025, investors face a complex array of challenges that suggest the possibility of continued volatility ahead. The disconnect between sentiment indicators and economic data, ongoing trade policy uncertainty, potential shifts in global investment flows, and unresolved fiscal policy questions all represent significant headwinds that may lead to market disruptions in the short term. It's important to emphasize that these are possibilities rather than certainties, but prudent investors should consider these factors in their strategic planning.

Read More
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.

Read More
First Quarter 2023 Market Recap Thumbnail

First Quarter 2023 Market Recap

Quick Take Despite the stress in the banking system, including the failure of Silicon Valley Bank, global equity markets held up remarkably well in March and posted solid returns for the quarter. Underneath the calm market surface there was wide dispersion in returns across sectors, market caps and styles. Fixed-income markets had a strong quarter as longer-term bond yields fell, generating price gains.

Read More