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April 24, 2025
Whenever the topic of Social Security comes up, the same concerns tend to surface: Will it still be there when I retire? Is it running out of money? These aren’t new questions, but they’re becoming more urgent as the program’s long-term financial health comes into sharper focus.
As it stands,...
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April 7, 2025
April 2nd was designated by President Trump as “Liberation Day” and the beginning of a new golden age in which America would be freed from unbalanced and unfair tariffs imposed by other countries. After the markets closed last Wednesday, the President revealed his latest plans which were broader...
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April 4, 2025
The first quarter of 2025 left investors’ heads spinning from the Trump administration’s rapid-fire executive orders, on-again-off-again tariff announcements, and DOGE’s (Department of Government Efficiency) efforts to reduce waste, fraud, and abuse. These initiatives increased...
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March 17, 2025
In our most recent blog, Trouble With a Capital T, we discussed the possibility that proposed tariffs, if implemented, could create trouble for the economy, and by extension, financial markets. Well, we didn’t have to wait long as President Trump went through with his promise to impose tariffs on...
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February 25, 2025
One of my favorite memories is of our high school senior play, The Music Man (photographed here in 1975) which was an adaptation of the original 1957 Broadway musical written by the brilliant Meredith Wilson, who also wrote the music, lyrics, and the book on which it was based. Anyone who has seen...
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January 7, 2025
Equities delivered unexpectedly robust returns in 2024, producing the best two-year performance in over twenty years. The year began focused on if, when, and how much the Federal Reserve would lower interest rates in its much-welcomed policy pivot and the associated impact on the economy and...