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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.

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The AI Revolution: What Every Investor Should Know (Part 1) Thumbnail

The AI Revolution: What Every Investor Should Know (Part 1)

Several forces have aligned to make this a pivotal moment for AI. Breakthroughs in computing power, the rapid rise of global data, and innovations in model development are accelerating adoption across industries. As AI becomes more embedded in everyday life and business operations, its trajectory is likely to shape the coming decades. For investors, understanding where AI is heading can help in navigating near-term uncertainty and staying positioned for long-term opportunity.

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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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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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July 2024 - Market Summary Thumbnail

July 2024 - Market Summary

Most market indices held on to positive returns despite a turbulent second half of July. Investors rotated away from the mega-cap tech stocks known as the "Magnificent 7" into value and small cap stocks. The stock market volatility in the second half helped drive bond yield lower pushing up bond fund returns.

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