Insight Newsletter—Fall 2023

November 9, 2023

Our Insight Newsletter is now available. Included in this edition:

Investment Commentary
Reaction to the Conflict in Israel and the Middle East
Cybersecurity Awareness Month – Protecting Against Imposter Scams
It’s Beginning To Look A Lot Like Yearend Tax Planning Season
Wealth Management Company and Team Updates

View the Newsletter.

Charitable Gifting Strategies for Giving Tuesday

Helpful Insights

Investment Perspectives

First Quarter 2025 Recap: Investment Commentary Summary

In this condensed summary of our quarterly investment commentary, we cover a review of the markets, which were tested in the first months of 2025 as tariff announcements and renewed trade tensions sparked a sharp pullback in U.S. stocks. Despite the headlines, not all areas of the market moved in unison—foreign stocks and high-quality bonds posted gains, reinforcing the value of a diversified approach. This summary also covers the evolving impact of global trade policy, implications for inflation and Federal Reserve policy, and why staying disciplined during times of uncertainty is key to long-term success.

Investment Perspectives

First Quarter 2025 Investment Commentary

Markets were tested in these first months of 2025, as tariff announcements and renewed trade tensions sparked a sharp pullback in U.S. stocks. Despite the headlines, not all areas of the market moved in unison—foreign stocks and high-quality bonds posted gains, reinforcing the value of a diversified approach. In this quarter’s commentary, we explore the evolving impact of global trade policy, the implications for inflation and Federal Reserve policy, and why staying disciplined during times of uncertainty is key to long-term success.

Investment Perspectives

“Liberation Day” Volatility

President Trump shocked global investors on April 2 by announcing a comprehensive set of much higher than expected tariffs. In response to Trump’s announcement, global equity markets suffered sharp declines. In this post we review the announcements, reactions, and our expectations going forward. Please note that we also plan to cover the events and impacts of “Liberation Day” in more detail within our upcoming First Quarter Investment Commentary.